Donaldson Capital Management

10/29/2026

In this Indianapolis Business Journal article, Senior Investment Advisor Ron Patberg, CFP®, shares why coordinating tax planning with other financial decisions can help preserve more of what you've built. Read the full article here:

Financial-planning decisions are usually made in silos, with a focus on building wealth. Planning in a way that preserves that wealth is often overlooked. Find out how Donaldson Capital Management can help you keep what you’ve earned.

10/27/2026

Less noise can lead to clearer decisions. We explain how data-driven models help us focus on what matters, and how that approach shapes our thinking.

Watch here:

The stock market is full of noise right now—from AI bubbles to inte...

10/23/2026

The Fall 2026 Rising Dividend Report is now available online. Inside, we explore how data-driven models help guide our thinking, discuss how Navigator may help your family or friends start investing, and meet a client whose generosity is making a lasting impact in her community.
https://bit.ly/4snNn3x

10/19/2026

Technology stocks had a rough week, but the broader market held up better than the headlines suggest. The S&P 500 dropped 1.1% on Friday and finished the week just over 2% below the record high set earlier this month. Under the surface, the picture looks healthier. Over the past several days, investors have shifted toward materials, financial services, and consumer staples, while health care is pushing to new highs.

Read more in our latest market update:

Technology stocks faced challenges as inflation pressures mount, but broader market trends show a shift toward stability and growth in various sectors.

09/28/2026

The 10-year Treasury yield has climbed from about 4.2% at the start of the year to nearly 5.2% today, an increase of roughly a full percentage point. Despite that move, the S&P 500 sits just below its all-time high. That resilience is notable given how much anxiety rising rates have historically created for investors.

Read more in our latest market update: https://bit.ly/4dWNnRZ

09/14/2026

The S&P 500 sits less than 2% off its all-time high against a backdrop of war, rising inflation, and the Federal Reserve on the verge of raising interest rates. Investment in AI is driving a surge in profit growth, helping investors look past these risks. However, war-driven inflationary pressures are increasing the risk that the Fed may take actions that unintentionally slow the economy.
Read more in our latest market update: https://bit.ly/3T3TNru

09/03/2026

We continue to be inspired by Randy Alsman, retired Senior Investment Advisor and current board member, whose generosity shapes our community. Congratulations, Randy and Cheryl!

Randall and Cheryl Alsman, proud Harrison High School graduates and longtime leaders in the Evansville community, have made a $1 million gift to the University of Evansville to help strengthen the University today and for years to come.

Randy has served on the UE Board of Trustees since 2017 and co-chaired the FORWARD Campaign, which surpassed its $125 million goal earlier this year. He also serves in leadership roles with the Evansville Redevelopment Commission and Signature School.

Cheryl has devoted her time and resources to causes that strengthen education, community development, humanitarian efforts, and the lives of others throughout the Evansville community.

"Cheryl and I have seen the momentum building at the University of Evansville, and we believe this is a critical time to invest in that progress," said Randy Alsman. "UE has a remarkable ability to change lives, serve this region, and prepare students for meaningful work, leadership, and service. We wanted our gift to give the University the flexibility to meet immediate needs while continuing to build for the future."

The University would like to thank Randall and Cheryl for their gracious donation to further assist our active academics, caring culture, and extraordinary experiences. 💜

08/31/2026

The market continued to grind higher in August, brushing aside a dizzying array of headlines. Iran, inflation, Federal Reserve policy, Treasury buybacks, data centers, AI spending, tariffs, and more have done little to knock stocks off course. The S&P 500 sits just below its all-time high and remains up more than 12% year to date. There is no shortage of things for investors to worry about, but the fundamentals remain solid.

Read more in our latest market update: https://hubs.li/Q04v_2c20

08/28/2026

Sometimes the biggest financial opportunities are the ones hiding in plain sight. In this Indiana Business Journal article, Senior Investment Advisor Ron Patberg, CFP®, discusses how compensation planning can help professionals make the most of their benefits.

Read the full article here:

“Executives are experts at spotting opportunity in their business,” says Ron Patberg, CFP®, Senior Investment Advisor and Partner at Donaldson Capital Management. “I’ve noticed the same people often haven’t looked closely at the opportunity sitting in their compensation.” Stock options,...

08/11/2026

Over the last few months, the wall of worry for stocks grew remarkably tall. Investors wrestled with concerns over Iran, the Federal Reserve, inflation, interest rates, AI spending, a market leaning on a handful of stocks, politics, and a host of other uncertainties. Spectacular second-quarter earnings, supported by resilient consumer spending and accelerating business investment, have propelled stocks straight through that wall.

Read more in our latest market update: https://bit.ly/4wSTcr8