December 2022 PDS Planning Market Commentary Quite a bit has happened in the markets over the last month. The US Stock market (S&P 500) rose just under 6% through the month of November and has gained about 10% since the start of October. Even the US Aggregate bond market index is up over 2.50% since…
Welcome to our November 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® US Inflation Inflation remains high, but reports show…
November 2022 PDS Planning Market Commentary The Dow Jones Industrial Average had its best month since 1976 posting a return of 14% during October. Investors were hopeful comments from the Fed indicated a slowdown in inflation was on the way and therefore a slowdown to rate increases. But, as we’ve seen time and time again…
PDS Planning Employee Spotlight – Drew Potosky, CFP® As a Portfolio Analyst with PDS Planning, Drew Potosky, CFP®, is part of the Investment Team, working alongside Kurt Brown and Kyle Euton. Together they provide ongoing research, portfolio management, day-to-day trading, and client service. In addition, Drew writes content for PDS and helps to maintain the…
Welcome to our October 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® I Bonds Projection Lowered: Despite inflation remaining elevated and…
Welcome to our September 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® Patagonia: The founder of Patagonia, Yvon Chouinard, gave the…
August 2022 PDS Planning Market Commentary The dog days of summer are upon us, which means it’s probably hot and humid, teachers and students are getting ready for the new school year, and investors are historically treading water. Since 1980, the S&P 500 during the month of August has proven to be a lackluster month,…
Welcome to our July 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® Even More Inflation: June 2022 consumer prices came in…
July 2022 PDS Planning Market Commentary We’ve made it to the halfway mark and only two asset classes have posted a positive return – commodities and cash. But the case can be made cash is only positive on paper since yields are well below the current inflation measures. It’s easy to see the markets and…
Welcome to our June 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® Gas Prices: The average price of gas in the…
Welcome to our May 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® Warning – Bear Territory: The Nasdaq index, primarily made…
Welcome to our April 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® Germany 2 Year: For the first time since 2014,…
Welcome to 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® Ukraine and Russia: Since the Russian’s invaded Ukraine on February…
Beyond Your Finances, Market Commentary
By Drew Potosky, CFP® On Interest Rates An interest rate is a percentage assigned by the lender and charged to the borrower. A simple Google search of “interest rates” mostly returns information on current mortgage rates. For many people – based on Google search results – mortgage rates are the first thought when it comes…
Welcome to 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. Record Inflation: The January inflation numbers were released earlier this month and, as expected, the…
