Clients and employees. It’s really that simple. If it’s in the best interest of our clients or our employees, we try to make sure the answer is always yes. In today’s age where there are so few owner-operated businesses, and private equity ownership dominates the landscape, PDS Planning is proud to celebrate its 40th year…
Welcome to our February 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. Housing Market Hold Strong, But Buyer Demand Weakens The housing market…
We are pleased to share that our digital marketing partner, MJ2 Marketing was awarded an AVA Digital Award for the Design and Development of the new PDS Planning website, launched in October 2024. Administered by the Association of Marketing and Communication Professionals (AMCP), the AVA Digital Awards is an international competition honoring exceptional work…
It’s only the first week of February, but lots has already happened! On top of everyone and their brother getting sick, a couple major market shakers have already come and, potentially, gone. DeepSeekOn January 27th, news broke that a Chinese startup called DeepSeek developed and trained an AI reasoning-model for only $6 million (though later…
Estate & Legacy, PDS Experience, Retirement, Taxes
In today’s unpredictable financial landscape, an experienced financial advisor helps to guide clients through life’s complexities, as well as market fluctuations. This goes well beyond basic investment management but rather is a comprehensive approach to financial well-being and peace of mind. If the role of a financial advisor is to guide investors through these unpredictable…
Investment Planning, PDS Experience, PDS News
Fees matter, especially when presented as 1% of your investment portfolio. Why the current advisor model is outdated. As seen in ColumbusCEO January 2025 American philosopher and poet Ralph Waldo Emerson once said, “Money often costs too much.” If you work with and pay an advisor whose advice is primarily focused on investments, you may…
Welcome to our January 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 Yield Curve is Back to Normal After being inverted for…
The Black Friday and Cyber Monday deals were too good to pass up and it looks like most people agreed. According to Adobe Analytics, Black Friday shoppers spent $10.8 billion and Cyber Monday shoppers doled out $13.3 billion – the single biggest shopping day of all time. Taking the spending at face value, the general…
Welcome to our November 2024 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. By Drew Potosky, CFP® Believe it or not, International Stocks are…
Votes are still being counted but the race is all but over. Donald Trump has been elected to be the next President. Markets were setting up for a big rally regardless of who won after a wave of de-risking took place in early fall. Once the election was called and the looming uncertainty became a…
Welcome to our October 2024 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.
Welcome to our September 2024 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. By Drew Potosky, CFP®, Posted: 9/19/2024 Staying Invested – Election Year…
By Drew Potosky, CFP®, Posted: 9/11/2024 Whether we want to believe it or not, investment markets are optimistic. During times of volatility and swings in the market prices it’s hard to remember. But markets generally go up. Dating back to the very beginning market prices have gone up. It hasn’t been a flat line of course…
Welcome to our August 2024 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. By Drew Potosky, CFP®, Posted: 8/23/2024 Where We Are Today The…
Welcome to our July 2024 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. By Drew Potosky, CFP®, Posted: 7/30/2024 Leading Indicators Update The year-over-year…
