June 2018 Financial Markets Summary Many investors attempt to “beat the market” by picking a handful of stocks they believe will outperform. Sometimes they can be rewarded if they happened to choose a shooting star, but they can just as easily be punished with a falling knife. For instance, Netflix, the S&P 500’s best performing…
May 2018 Financial Markets Summary Rampant Inflation! Rising interest rates destroying bonds! Record losses and volatility for stock markets! These seem to be common phrases used by the media these days. However, these statements could not be further from the truth. Yes, we have seen a slight increase in inflation, but nowhere near levels that…
Here is the link to our First Quarter PDS Investment Webcast! This quarterly call started with a review of asset class returns for the year. We also discussed what has been causing the recent spike in volatility and if we expect this to subside anytime soon. We also touched on inflation, oil, interest rates and…
April 2018 Financial Markets Summary Early April is a great time of the year as the seasons finally start to change, taxes are filed, April Fools jokes are played, a champion is crowned from the March Madness NCAA Tournament and the beloved Masters Tournament takes place. We turn to an unlikely place for an investing…
March 2018 Financial Markets Summary The month of February was a sharp contrast to what we experienced in 2017. Volatility has reared its ugly head as investors became concerned about rising inflation and interest rates. 2017 was a unique year where markets experienced very little volatility, or sharp movements, in either direction. The market just…
As many of you already know, the markets have experienced a rough few days with concerns over interest rates and potential inflation. The Dow Jones Industrial Average closed the day down 1,175 points after Friday’s 665 point loss. The media is already reporting that today was the largest point decline in the Dow Jones Industrial…
Here is the link to the Year-End PDS Investment Webcast! This quarterly call started with a 2017 year in review. We discussed the record returns, low volatility and potential tax reform implications. Given these record returns and lengthy bull market, does this mean a recession is just around the corner? Please click the link below…
January 2018 Financial Markets Summary 2017 was a year for the record books. Domestic stocks continued their strong performance with the Dow Jones Industrial Average breaking through its all-time high a record 70 times in 2017. The famed technology sector led the way in the U.S. with Apple, Facebook and Amazon all climbing over 48%.…
December 2017 Financial Markets Summary 2017 has been a great year so far for investors with domestic stocks gaining over 15%, developed international increasing 23% and emerging markets surging over 32%. Schwab’s Chief Global Investment Strategist Jeffrey Kleintop recently wrote the “5 Reasons for Investors to Give Thanks” during this holiday season. Stocks have been…
November 2017 Financial Markets Summary Global stock markets continue to chug along with domestic stocks up 10%-15% year-to-date, developed international up 21% and emerging markets up over 32%. Bonds have also generated positive returns, but with the expectation for steadily increasing interest rates, we thought it might be helpful to explain the Federal Reserve’s role,…
Here is the link to the 3rd Quarter PDS Investment Webcast in case you missed it today! This quarterly call started with a recap of what has taken place so far this year. We also discussed the current bull market relative to history. The main talking points centered around the Federal Reserve’s role, current stance…
October 2017 Financial Markets Summary The third quarter has been far from quiet with Hurricanes Harvey and Irma, increased tensions with North Korea, the German election and the Equifax data breach. However, global stock markets have been very resilient to these events and continue climbing higher. International stocks led the way for the quarter with…
Thank you! 32 years ago, Bob Hamilton and Bob Cochran chose to turn the page of their careers and create PDS Planning. They started providing financial planning and investment advice for just one client in Columbus, Ohio, and have now grown the company to 450 clients spread across 31 states. Over 32 years, they experienced…
August 2017 Financial Markets Summary Whether you know the story as Chicken Little or Henny Penny, the plot is the same. A chick believes the sky is falling when an acorn falls on its head and decides to tell the king. On its journey, the chick meets other animals who believe the panicked chick and…
Here is the link to the 2nd Quarter PDS Investment Webcast in case you missed it today! This quarterly call started with a recap of what has taken place so far this year. We spent time reviewing the synchronized global growth market, along with the lack of volatility around the world. We also discussed the…
