Originally published March 26, 2020 U.S. Senate Unanimously passed (96-0) before midnight on Wednesday, 3/25/20 U.S. House of Representatives expected to vote Friday morning, 3/27/20 U.S. President expected to sign off on authorization immediately after U.S. House approves Coronavirus Stimulus Package At $2 trillion, the U.S. government’s Coronavirus Stimulus Package in response to the…
New Additions and Destinations The New Year has brought several exciting announcements we would like to share! First, we are thrilled to announce we will be moving to our new Dublin location at the end of April, as long as the construction of our new space goes as planned. Our new office is in the…
The Transfer of Wealth: Paying good money for biased financial advice Originally published in Columbus CEO magazine on December 1, 2019 From products to fee structures, you should be skeptical. Trust, but verify. An ideological concept that became internationally known during the Cold War. If only more clients embraced this concept when it comes to…
Originally published July 10, 2019 Why Being Ranked Matters PDS Planning is proud to announce we are once again ranked as one of the Top 10 Central Ohio Fee-Only Financial Advisory firms as put out by Columbus Business First. Ranked by assets under management, we placed #10 this year, and though we applaud their efforts…
Beyond Your Finances, Market Commentary, PDS News
The Silent Tax: Your Wealth Management Fees Originally published in Columbus CEO magazine on July 2, 2019 From the conflicted days of commissions to the advent of fee-only relationships, things have certainly improved for clients. But the work is not done. Today, everyone throws around the term “fiduciary,” and though many meet the textbook definition…
We recognize a great investment when we see one! As part of their “Summer Meal Match” program, the Mid-Ohio Foodbank is tripling every dollar donated up to $100,000 in fresh food for our hungry neighbors. If you care to join us in supporting this worthy cause, the 3x match lasts until noon on Friday, June 21st,…
In recognizing that managing finances is simply the fuel to help you pursue your passions and spend time with the ones you love, we regularly share “What’s Happening at PDS” to let you know what our staff has been up to, both personally and professionally. Kurt Brown and his wife, Megan, are expecting their second child,…
Each day we come to work at PDS, we feel extremely blessed to be surrounded by good people who have the opportunity to serve wonderful clients. We are always humbled throughout the year as we learn about the generosity our clients are sharing with those less fortunate, in both gifts of volunteerism and financial means.…
In recognizing that managing finances is simply the fuel to help you pursue your passions and spend time with the ones you love, we regularly share “What’s Happening at PDS” to let you know what our staff has been up to, both professionally and personally. Happy Holidays from PDS Planning. From our family to…
We are very pleased to announce that Drew Potosky has joined the PDS Planning team as an Investment Analyst. In this role, Drew works with Kurt and Tom as part of the Investment Team to provide ongoing research, portfolio management, and client service. Drew graduated from the Fisher College of Business at The Ohio…
Beyond Your Finances, Market Commentary, Retirement
I have always had a great respect for educators and how they impact our society. Both my mother and aunt were teachers. I recall as a child how my mother spent countless hours working to get her Masters degree to stay certified while raising three kids. And now, my wife, Abbey, is a teacher. I…
In recognizing that managing finances is simply the fuel to help you pursue your passions and spend time with the ones you love, we regularly share “What’s Happening at PDS” to let you know what our staff has been up to, both professionally and personally. Laurie and Phil Licata are proud first-time grandparents! Greyson…
In recognizing that managing finances is simply the fuel to help you pursue your passions and spend time with the ones you love, we regularly share “What’s Happening at PDS” to let you know what our staff has been up to, both professionally and personally. We officially retired and honored Bob Hamilton, Jim Hamilton…
Because of the barbeques, long weekend, and warmer temperatures, Memorial Day is often anticipated and hailed as the unofficial start of summer. And for those fashion sticklers among us, it becomes the acceptable kickoff date for wearing white for the next few months. But Memorial Day is so much more than an excuse…
Last night, PDS CARES, the charitable foundation of PDS Planning, Inc. hosted Wayne Campbell of Tyler’s Light and Commander Gary Cameron of the Columbus Police Department at the Longaberger Alumni House on OSU’s campus to discuss the opiate epidemic we are faced with here in central Ohio. Everyone who attended came away with a better…
