Living a Rewarding Retirement: Make a Difference

Posted by

  “Some people make more than a career out of their work.  They make a difference.” It’s been more than a year since I retired from my position as Portfolio Manager and Chief Compliance Officer with PDS Planning in Columbus, Ohio.  One of the many retirement cards I received from clients and colleagues contained the… Read more »

Remembering Black Monday (1987)

Posted by

  30 years ago this month, investors were enjoying one of the strongest bull markets in history.  The Dow was up more than 40% for the year, to a record high of around 2,750.  Things began to get a bit dicey after that, with a drop of 9% over the next few weeks, followed by… Read more »

Planning a Rewarding Retirement, Part 5: Wealthy Living

Posted by

The fifth in a series of articles For me there has always been a disconnect between the concept of wealthy living and the size of a person’s bank account, retirement account, or other traditional measure of wealth.  Enjoying a wealthy life should not be determined by how much money one makes or has amassed.  Wealthy… Read more »