Donaldson Capital Management

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

07/30/2026

Just as artists blend paint to create a custom color, every portfolio is shaped by a unique mix of Security, Income, and Growth. Discover how we help define your investment color and refine it as life changes.
Watch here:

What are your investment goals? Why does it matter? In this video, ...

07/28/2026

The S&P 500 remains within 3% of its all-time high, but the past few weeks have made for a bumpier ride. Choppy oil prices, higher interest rates, and questions surrounding AI investment spending have given investors plenty to think about. While recent headlines may test patience, we believe these are short-term challenges rather than deeper economic problems.

Read more in our latest market update: https://hubs.li/Q04r2h8g0

07/24/2026

The Summer 2026 Rising Dividend Report is now available online. Inside, we explore how the right mix of Security, Income, and Growth can help support your financial goals, and share our perspective on AI's impact and the opportunities it may create for long-term investors.

https://hubs.li/Q04qGqM20

07/14/2026

Renewed tensions in the Strait of Hormuz have done little to knock markets off course. The S&P 500 is still up more than 10% for the year and remains close to its all-time high. The bigger question is how companies will fare as they report second-quarter results over the next several weeks.

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

07/01/2026

Welcome to the team, Don, Shannon, Jody, Connie, and Simon. We look forward to working alongside you.
https://bwnews.pr/3SW7ckO