Beyond Your Finances, Market Commentary
What is Inflation and What are Common Responses? The news cycle can spit out new and exciting headlines faster than they can be printed resulting in some information being overlooked or missed. Financial news is no different. Even still, it comes as no surprise to many that inflation has withstood the churning and remained headline…
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. Schwab Lowering Expense Ratios – Schwab, following the actions from Vanguard and SPDR, decreased the…
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. To Be ‘Rich’ In Columbus: The US Census defines being rich as those in the top…
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. 401k Increase: The IRS increased the 2022 annual contribution limit for 401ks, 403bs, and most…
Tips For Preventing Cyber Fraud This checklist summarizes common cyber fraud prevention tactics, including tips and best practices. You may be following some of these recommendations now, while others may be new. In addition to prevention tips, we also include actions to take if you suspect that your personal information has been compromised. Follow general…
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. EVs Outsell Diesel: For the first time ever, European electric vehicles and plug-in hybrids outsold…
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. Economic, Investment, and Other News Bits China Gamers: Earlier this month, China imposed strict new…
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. Economic, Investment, and Other News Bits Delta Variant: The Delta variant of the coronavirus has…
Welcome to Beautyview Gardens 2021 From the desk of PDS Planning co-founder and long-time friend, Bob Cochran. Bob & Susan Cochran welcome you to another summer bloom season! Beautyview Gardens is a registered Display Garden of the American Daylily Society. Our gardens offer a spectacular display of colors, shapes, and sizes. We feature many hardy…
Behavioral Finance: Home Country Bias It was last June when we wrote about a few behavioral finance topics. While markets aren’t as volatile as they were 12 months ago, and headlines surrounding the stock market may not be as divisive, we thought it would be helpful to review some investing basics through the lens of…
Viewpoints: June 2021 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. Economic, Investment, and Other News Bits A Long Way Out: The Fed…
Tips for Preventing Fraud Cybercrime and fraud are serious threats and constant vigilance is key. While PDS plays an important role in helping protect your assets, you can also take action to protect yourself and help secure your information. This checklist summarizes common cyber fraud tactics, along with tips and best practices. Many suggestions may…
Viewpoints: May 2021 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. Economic and Investment News Bits Huge Sell-Off: The Crypto market and bitcoin…
Beyond Your Finances, Investment Planning, Market Commentary
Bitcoin: Blockchain, Mining, Energy It’s no secret that Bitcoin and cryptocurrencies in general have gained significant popularity and notoriety over the last 12 months. Most notably because the return has been an astronomical 430% over the time period, but also due to companies such as Tesla, MicroStrategy, and Square investing a collective $3.9 billion earlier…
The American Families Plan The following informational summary is not intended to promote or reflect any opinion(s), analysis, or recommendation(s) from PDS Planning, Inc. as it relates to the cost(s) or benefit(s) of the proposed legislation. The information below has been copied from the “Fact Sheet: The American Families Plan” as laid out by the…
