PDS Employee Spotlight – Jimmy Rogers, CFP® As Wealth Manager for PDS Planning, Jimmy Rogers is both a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), who works to help clients streamline their finances and make informed decisions by providing objective advice and ongoing communication. “By helping to simplify our clients’ financial lives,” he…
Authored by Jimmy Rogers, CFP® We recently read the Wall Street Journal’s article Say Goodbye to the 1% Investment-Adviser Fee? and want to share a few of our thoughts on a “new trend” highlighted. In fact, this new trend in the advisory business is one of which PDS Planning has been at the forefront, which…
Beyond Your Finances, Market Commentary
Good News, New Opportunities and Things We Can Control It is completely understandable to fear uncertainty. Like most crises (9/11, housing recession, etc.) this coronavirus crisis comes with a lot of uncertainty causing us to feel anxious, overwhelmed, and confused about how to handle our money. The COVID-19 pandemic adds the additional unusual aspect of…
