PDS Planning, Inc. has been selected as a 2015 Corporate Caring Finalist. The search for candidates for the annual Corporate Caring Program drew a record number of nominations. Judges chose thirteen 2015 Corporate Caring honorees, including the Benefactor of the Year, which will be announced at the awards luncheon and nonprofit expo on Thursday, June 18…
Spring 2015 Newsletter COMING SOON! Our quarterly newsletter will be available in a web-friendly format. Until then, please feel free to download the PDF version from this page. Thank you. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be…
In celebration of our 30 years in business, beginning Monday June 1 and wrapping up December 21st, PDS CARES will make a charitable gift in the local community each week. 30 years. 30 gifts. But we need your help! We want our valued clients and friends to tell us who gets this money! Please take…
Trina Brown of PDS says it best: “I support Big Brother Big Sisters (BBBS) of Central Ohio which provides at risk youth with caring and committed mentoring relationships. This cause is important to me because of how impactful positive relationships and unique experiences were in my formative years. I was able to view the world through…
I’m Trina, and I CARE about the youth in our community. I support Big Brother Big Sisters (BBBS) of Central Ohio which provides at risk youth with caring and committed mentoring relationships. This cause is important to me because of how impactful positive relationships and unique experiences were in my formative years. I was able…
Jamie Menges was recently interviewed by the Wall Street Journal to discuss how families sometimes struggle to close an estate of a recently deceased loved one. The experience of PDS is that this is as much about helping families who are personally mourning the loss of a loved one as it is completing a task…
As 2014 draws to a close, it’s time to give consideration to your retirement savings for 2015. The IRS has increased several of the retirement saving limits for individuals. Here are just a few of the basic ones for your reference. 2014 2015 Elective deferrals – 401(k), 403(b), and most 457 plans $17,500 $18,000 Catch-up…
Originally published December 8, 2014 It Was A Dark and Stormy Market… What Investors Can Learn From What Fund Managers Read If you Google “stock market articles today”, you’ll have 114 million choices to choose from! That probably does not include all the social media platforms or the 24/7 business and financial TV channels that…
Proud recipients of back-to-school backpacks from NSI PDS has been a corporate supporter of NSI for several years. Neighborhood Services is one of the area’s oldest food pantries, founded in 1965 by churches in the Ohio State University area who became aware of the growing needs of nearby neighbors. It has become one of the…
PDS has participated in the Annual Bowl For Kids’ Sake FUNdraiser benefiting Big Brothers Big Sisters (BBBS) of Central Ohio for the last two years. This event is BBBS’ largest fundraising effort providing more than 10% of its annual operating budget. BBBS provides children facing adversity with strong and enduring, professionally supported mentoring relationships that…
Summer 2014 Newsletter COMING SOON! Our quarterly newsletter will be available in a web-friendly format. Until then, please feel free to download the PDF version from this page. Thank you. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be…
Welcome to our blog! Like our periodic investment publications, our blog will be authentic and written by us. Our goal is to be genuine, relevant, and succinct. We can’t say anything more, or we’d be breaking our promise.
PDS, like its clients provides support to numerous causes throughout the year. Those include, but are not limited to the Chilly Open, Westerville Field of Heroes, Grandview Heights Annual Pumpkin Run, Columbus Symphony Orchestra, the Dublin Coffman Band On The Run 5K, as well as Adopt-A-Family each year during the holiday season.
