The House of Representatives returned the evening of November 12th and voted on the amended bill to end the longest government shutdown in US history after 43 days. From the market’s point of view, this is positive news. Economists are going to start getting their data back, workers will get paid, and people can more…
With a strong foundation in finance and a passion for helping others find clarity in their financial journey, Tad Harrington CFP®, brings both expertise and empathy to his role at PDS Planning. A graduate of The Ohio State University with a Bachelor of Science in Business Administration, Tad has more than a decade of experience…
Welcome to our October 2025 Viewpoints, a monthly bulletin from PDS Planning to our valued clients and friends. Our goal with each issue of Viewpoints is to provide you with a wide variety of perspectives on life and wealth. Feel free to share with others. Global Yields Rising A popular and important talking point so far…
Investment Planning, Retirement
One of the most common concerns we hear from clients nearing retirement is, “Will I have enough?” Retirement isn’t just about building a nest egg; it’s about knowing your wealth can provide the life you want without the stress of daily market swings. At PDS Planning, we’ve developed a proven strategy over many years that…
Welcome to our September 2025 Viewpoints, a monthly bulletin from PDS Planning to our valued clients and friends. Our goal with each issue of Viewpoints is to provide you with a wide variety of perspectives on life and wealth. Feel free to share with others. The Magic Math of Compounding The long-term impact of reinvesting dividends…
A September rate cut is all but confirmed at this point with the probability at 100% according to the CME Group FedWatch tool. Even though the latest inflation data print was slightly higher than expected, progress is progress. A question on many investors’ minds is how stocks and bonds may be impacted. JPMorgan Global Market…
Born and raised in Plain City, Ohio, Josh Underhill is a recent graduate of The Ohio State University and the newest member of the PDS Planning team. As an Associate Paraplanner, he supports the team through research, meeting preparation, and client service while taking the opportunity to learn from the rest of the team daily.…
Welcome to our August 2025 Viewpoints, a monthly bulletin from PDS Planning to our valued clients and friends. Our goal with each issue of Viewpoints is to provide you with a wide variety of perspectives on life and wealth. Feel free to share with others. Dollar has Weakened, but Historically Strong The weakening dollar has been…
Happy August and Happy Back to School month! Every year we get to this point, and every year I find it hard to believe we’re already here! My wife has been back in her classroom getting it ready for the 8th graders, and parents everywhere are ready for some semblance of a routine again. In…
Welcome to our July 2025 Viewpoints, a monthly bulletin from PDS Planning to our valued clients and friends. Our goal with each issue of Viewpoints is to provide you with a wide variety of perspectives on life and wealth. Feel free to share with others. The Great Cash Surge: A Safe Haven With Hidden Opportunity Costs…
At PDS Planning, we believe true wealth isn’t just about how much money you have, but how fully you’re living. Wealth should fuel purpose, joy, and peace of mind. Yet, many families struggle to feel the freedom their financial security should bring. They’re financially sound on paper but can feel emotionally stuck. They hesitate to…
While fireworks were being set off to celebrate the 4th of July, President Trump signed the One Big Beautiful Bill Act into law. Probably the most notable update isn’t really a change, rather an extension of current tax laws scheduled to revert to older laws after 2025. You can read a summary of tax changes…
PDS Planning Honored as One of Central Ohio’s Most Generous Companies Columbus Business First again names PDS to its prestigious Corporate Citizenship Top 100 list. PDS Planning is proud to once again be recognized by Columbus Business First as one of Central Ohio’s Most Generous Companies, earning a spot on the 2025 Corporate Citizenship Top 100…
Dublin Food Pantry Julie Erwin Rinaldi June 2025 Dublin Food Pantry: Fulfilling a Mission of Nourishment, Dignity, and Hope For four decades, PDS Planning has committed itself to more than financial guidance; we have always believed deeply in making meaningful contributions to our community. As we celebrate our 40th anniversary, this commitment shines through a special…
Stop the Suffering Lynne Aronson June 16, 2025 Stop the Suffering: Giving a Second Chance to the Forgotten For four decades, PDS Planning has committed itself to more than financial guidance; we have always believed deeply in making meaningful contributions to our community. As we celebrate our 40th anniversary, this commitment shines through a special charitable…
