By Drew Potosky, CFP®, Posted: 7/16/2024 A lot has already been said about the Mag7 stocks and the very prominent role they play in the S&P 500. They account for over 32% of the entire index and, with AI still a major theme, may continue to grow. Are we getting shades of the 2000 tech bubble?…
Welcome to our June 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: 6/21/2024 Benchmarking Benchmarking is defined as…
Posted: 06/12/2024 It’s already June! Let’s see where we stand in the stock and bond markets heading into the middle of the year. Stocks Pretty good! US large cap stocks, represented by the S&P 500 index, are up 11.3% as of May 31. If we think about the average annual S&P 500 return being about…
Welcome to our May 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: 5/22/2024 GameStop Rollercoaster Ride Roaring Kitty…
Welcome to our April 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: 4/19/2024 Inflation The services sector of…
Published: 4/5/2024 Spring is in the air! The trees are blossoming and we’re finally reminded of what the sun looks like! It also means the first quarter of 2024 is officially in the books. Below and to the left is a look at how the major asset classes performed to start the year. For US…
Welcome to our March 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: 3/20/2024 Mag 7 is so 2023…
Welcome to our February 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: 2/20/2024 Super Bowl Winners and the…
The S&P 500 is up through the first 5 weeks of the year, but it has not been without moments of volatility. Leading the charge? Rate cuts – or lack thereof. Coming into 2024, investors were pricing in at near 100% certainty the first rate cut would come in March. Those expectations helped push markets…
Welcome to our January 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: 1/24/2024 Better than Average Despite posting…
Welcome to our December 2023 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® Cash Yields With interest rates at their…
It’s December and we find ourselves in the middle of one of the most tax inefficient times of every year – capital gain distribution season. Investing in a diversified portfolio of stocks and bonds is paramount to the success of a financial plan. The not-so-secret weapon that is compound interest can only happen when dollars…
At the start of the year, it seemed like every investment strategist or economist was predicting a recession in 2023. So far, it has not happened. While we are pleased a recession has been avoided, Leading Indicators continue to point toward a weak US economy. Liz Ann Sonders, Chief Investment Strategist with Charles Schwab, says…
Welcome to our November 2023 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® Finishing Strong, and Top Heavy After a…
Welcome to our October 2023 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® Lackluster 3rd Quarter Across the board, all…
