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Monday 7:30am - 5:30pm Tuesday 7:30am - 5:30pm Wednesday 7:30am - 5:30pm Thursday 7:30am - 5:30pm Friday 7:30am - 5:30pm

Donaldson Capital Management

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United States
Evansville, IN
Donaldson Capital Management

Serving wealth management clients, non-profits, and retirement plans since 1995. www.dcmol.com

For over 25 years, Donaldson Capital Management has helped our clients enjoy dependable, rising incomes from their investments. Producing sustainable, growing income is as different from typical investing strategies as baseball is from boxing, and not all investment advisors have the same skills. We manage your assets like a charitable foundation – to deliver a dependable stream of increasing inco

me while lasting at least as long as you do. Our simple but uncommon investment strategy, investing directly in quality companies with consistently increasing dividends, has achieved that goal. And it has outperformed the S&P 500 over the past 3, 5, and 10-year periods. For investors seeking higher income and even lower volatility, we also offer portfolios that balance stocks with fixed-income securities such as investment-grade bonds and preferred stocks.

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

06/15/2026

Despite a handful of sharp daily swings last week, the index remains up roughly 8.4% for the year and more than 17% above its March 30 low. The more interesting story may be what is happening beneath the surface of the market. Read more in our latest market update: https://bit.ly/4oxjtrM

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

Address

20 NW 1st Street Ste 500
Evansville, IN
47708

Opening Hours

Monday	7:30am - 5:30pm
Tuesday	7:30am - 5:30pm
Wednesday	7:30am - 5:30pm
Thursday	7:30am - 5:30pm
Friday	7:30am - 5:30pm

Website

http://www.dcmol.com/

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