Donaldson Capital Management

06/01/2026

Since the April 8 ceasefire, the S&P 500 has gained roughly 15%. Even mounting evidence that higher fuel prices are beginning to weigh on consumers has done little to slow the market's enthusiasm for what remains one of the most powerful investment cycles in decades. Read more in our latest market update: https://bit.ly/4dVht7B

05/28/2026

In this Indianapolis Business Journal article, Senior Investment Advisor Kira Vaal, CFP®, CRPC®, explores the challenges of legacy planning and what successful families do differently.

Read the full article here:

The Opportunity in Generational TransitionWhen approached intentionally, the transition of wealth can do more than provide financial support. It can reinforce values and strengthen relationships across generations.Heirs who are included in conversations early have more opportunity to understand how....

05/19/2026

Your legacy is shaped by the conversations you’re willing to have today.

In this personal reflection, a longtime DCM client explores how faith, thoughtful planning, and family discussions are guiding his stewardship journey.
https://bit.ly/4ugJCg7

In this personal reflection, a longtime DCM client explores how faith, thoughtful planning, and family discussions are guiding his stewardship journey.

05/12/2026

Over the last month, the market has quickly shifted its focus from the uncertainty surrounding the Iran War to the seemingly insatiable demand for semiconductors and AI infrastructure. The S&P 500 is up more than 8% year-to-date, with semiconductor companies and the firms that make chipmaking equipment accounting for more than 64% of the S&P 500’s gains so far this year.

Read more in our latest market update: https://bit.ly/3RBsKm0

05/07/2026

In our latest YouTube video, we look beyond the noise to what history teaches us about investing, volatility, and the value of staying focused when emotions run high.

Watch here: https://bit.ly/3QG0tdN

At a time when global headlines often create a sense of urgency and concern, it is vital to look beyond short-term volatility toward the long-term drivers of...

04/29/2026

The Spring 2026 Rising Dividend Report is now available online: https://bit.ly/4cSPu83

Inside, a longtime DCM client shares their reflections about their stewardship journey, and we step back from the headlines to explore what market history has taught us about investing.

A longtime DCM client shares their reflections about their stewardship journey, and we step back from the headlines to explore what market history has taught us about investing.

04/22/2026

Legacy isn’t just about numbers—it’s about the values and stories you want to pass on.

Chief Experience Officer Brandon Roop, CFP®, CRPS®, introduces our 𝑆𝑡𝑒𝑤𝑎𝑟𝑑𝑠ℎ𝑖𝑝 𝐽𝑜𝑢𝑟𝑛𝑒𝑦 𝐺𝑢𝑖𝑑𝑒𝑏𝑜𝑜𝑘 that's designed to help you reflect on what matters most and turn those intentions into action.

Learn more: https://bit.ly/4mHZRjy

04/20/2026

Over the last two weeks, stocks ripped higher as the Iran conflict moved toward resolution. It took only 11 days for the market to climb from its conflict-related lows to new all-time highs, a reminder of how quickly markets can adjust as uncertainty begins to fade. Although weekend developments have reintroduced uncertainty around shipping flows, oil prices remain well off their highs of the conflict, alternative routes are operating at full capacity, and markets appear to be learning to live with the war.

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

03/26/2026

Most financial plans start with numbers, but meaningful ones start with purpose.

In this Indiana Business Journal article, Senior Investment Advisor Kira Vaal shares why legacy planning should shape decisions early, helping families align their wealth with what matters most to them.

Read the full article:

Leaving a legacy isn’t just about the wealth you leave behind. It’s about who you are and what you want your money to achieve. Find out how Donaldson Capital Management can help you go beyond the numbers to make your legacy meaningful.

03/24/2026

Now in its fourth week, the conflict between the United States, Israel, and Iran continues to create uncertainty for markets. Pressure increased last week, as rising oil prices and concerns around a prolonged disruption dragged down stock prices. For financial markets, the key issue is not who prevails militarily, but whether ships can move through the Strait without interference.

Read more in our latest market update: https://bit.ly/4bFb0g8