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Beyond Your Finances

Creative Ways to Celebrate Independence Day

Creative Ways to Celebrate Independence Day Amidst a culmination of crises, many of us seek at least the feeling of a return to normalcy.  This year, we’ll need to change many traditions typically associated with commemorating America’s birthday.  Rather than dwelling on festivities that are canceled, embrace the opportunity this year presents to create new…

Market Commentary

Viewpoints: July 2019

Welcome to Viewpoints, a monthly bulletin from PDS Planning to our valued clients and friends.  Our goal with each issue of Viewpoints is to provide you with a wide variety of perspectives on life and wealth.  Feel free to share with others.  Economic and Investment News Bits  Critical Recession Indicator:  The Fed’s recession tracking model…

Market Commentary

Viewpoints: June 2019

Welcome to Viewpoints, a monthly bulletin from PDS Planning to our valued clients and friends.  Our goal with each issue of Viewpoints is to provide you with a wide variety of perspectives on life and wealth.  Feel free to share with others. Economic and Investment News Bits Impact of Inflation:  In 1980, an adjusted gross…

Market Commentary

Viewpoints: May 2019

Welcome to Viewpoints, a monthly bulletin from PDS Planning to our valued clients and friends.  Our goal with each issue of Viewpoints is to provide you with a wide variety of perspectives on life and wealth.  Feel free to share with others. Economic and Investment News Bits Paycheck to Paycheck:  51% of working adults could…

Market Commentary

Viewpoints: April 2019

Welcome to Viewpoints, a monthly bulletin from PDS Planning to our valued clients and friends.  Our goal with each issue of Viewpoints is to provide you with a wide variety of perspectives on life and wealth.  Feel free to share with others.  Economic and Investment News Bits Fast Start:  A 60% U.S. stock and 40%…

Market Commentary

Viewpoints: March 2019

Welcome to Viewpoints, a monthly bulletin from PDS Planning to our valued clients and friends.  Our goal with each issue of Viewpoints is to provide you with a wide variety of perspectives on life and wealth.  Feel free to share with others.  Economic and Investment News Bits Great Start:  The S&P 500 has returned +11.5%…

Market Commentary

Viewpoints: February 2019

Welcome to Viewpoints, a monthly bulletin from PDS Planning to our valued clients and friends.  Our goal with each issue of Viewpoints is to provide you with a wide variety of perspectives on life and wealth.  Feel free to share with others. Economic and Investment News Bits Confident:  Optimism about finances is near record-high levels…

Beyond Your Finances

Happy Valentine’s Day

While Valentine’s Day may be considered by some to be just another “Hallmark Holiday”, it actually has its roots in historical traditions based on love and devotion.  From all of us at PDS Planning, Happy Valentine’s Day! Valentine’s Day is based on an ancient Roman pagan ritual.  Every February, the Romans celebrated the feast of…

Market Commentary

Viewpoints: December 2018

Welcome to Viewpoints, a monthly bulletin from PDS Planning to our valued clients and friends.  Our goal with each issue of Viewpoints is to provide you with a wide variety of perspectives on life and wealth.  Feel free to share with others. Economic and Investment News Bits Ups and Downs:  The S&P 500 stock index…

Market Commentary

Viewpoints: November 2018

Welcome to Viewpoints, a monthly bulletin from PDS Planning to our valued clients and friends.  Our goal with each issue of Viewpoints is to provide you with a wide variety of perspectives on life and wealth.  Feel free to share with others. Economic and Investment News Bits Gridlock is Good?: Over the last 80 years,…

Market Commentary

Viewpoints: October 2018

Welcome to Viewpoints, a monthly bulletin from PDS Planning to our valued clients and friends.  Our goal with each issue of Viewpoints is to provide you with a wide variety of perspectives on life and wealth.  Feel free to share with others. Economic and Investment News Bits Let’s Not Make it Two:  The S&P 500…

Market Commentary

Viewpoints: September 2018

Welcome to Viewpoints, a monthly bulletin from PDS Planning to our valued clients and friends.  Our goal with each issue of Viewpoints is to provide you with a wide variety of perspectives on life and wealth.  Feel free to share with others.  Economic and Investment News Bits Trillion Dollar Club: After Apple became the first…

Market Commentary

Viewpoints: August 2018

Welcome to Viewpoints, a monthly bulletin from PDS Planning to our valued clients and friends.  Our goal with each issue of Viewpoints is to provide you with a wide variety of perspectives on life and wealth.  Feel free to share with others. Economic and Investment News Bits Longest Bull Market (almost):  The S&P 500 is…

Market Commentary

Viewpoints: July 2018

Welcome to Viewpoints, a monthly bulletin from PDS Planning to our valued clients and friends.  Our goal with each issue of Viewpoints is to provide you with a wide variety of perspectives on life and wealth.  Feel free to share with others. Economic and Investment News Bits 0% Investment “Return”:  For the first time since…

Beyond Your Finances

Homeland Security: REAL ID

    The REAL ID Act established security standards for Driver’s Licenses and State-issued IDs that will go into effect beginning October 1, 2020.  The primary impact on most people will be for commercial airline travel (i.e. TSA security checkpoints).  Current status of your particular state of residence’s compliance along with Frequently Asked Questions are regularly…

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