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 GE Kicked Out of Dow: Once the world’s…
“Being a great father is like shaving. No matter how well you shaved today, you have to do it again tomorrow.” – Reed Markham, educator and author of “Happy Father’s Day: Great Thoughts for Great Fathers”. Father’s Day is celebrated on the third Sunday in June to recognize the contributions that fathers and father figures…
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 More Debt than Equity: As of 12/31/17, the…
Celebrated on the 2nd Sunday in May, Mother’s Day is this Sunday, May 13th, 2018. In honor of mothers everywhere, we urge everyone to celebrate this important holiday for our givers of life, not only this weekend, but throughout the year by recognizing the strength, patience, and nurturing guidance only a mother has.…
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 Slingshot: The S&P 500 recently experienced its sixth market…
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 Celebrate Good Times: On March 9, 2018, the bull…
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 Delaying the Inevitable: In the 75 years from…
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 Record Year: The S&P 500 Index ended 2017…
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 Dow Milestones: As of the December 19th close,…
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 “Black Friday”? How about “Black 2017”?: The S&P…
Economic and Investment News Bits Last Quarter of the Year: Since 1992, the S&P 500 has gained an average of +4.9% over the final 3 months of the year, with 20 of the last 25 fourth quarters producing positive returns. Since 2003, the S&P 500 has had only one down calendar year (2008). October 19th,…
Economic and Investment News Bits In the last 50 years, the S&P 500 has experienced declines of at least 10% on 25 occasions, roughly every 24 months on average. The most recent of the 25 declines occurred on February 11, 2016, or 19 months ago. Americans gave $390 billion to charity in 2016. Giving from…
Economic and Investment News Bits So goes Jan, Feb, Mar, April, May, June and July: Only the 4th calendar year in history (since 1926) that the first seven months of the year were all positive for the S&P 500 Index. (Source: BlackRock) The worst performing month for the S&P 500 has been August, suffering an…
Economic and Investment News Bits The average credit score has reached an all-time high of 700. There are now more U.S. consumers rated “super-prime” (800+ credit score) than there are rated “subprime” (<600 credit score). You can obtain your free credit report and score at: freecreditscore.com. (Source: FICO) 44% of adults could not pay for…
Economic and Investment News Bits The S&P 500 has had 24 record high closes YTD 2017 through Wednesday, June 14, 2017. Less than halfway through the year, it has already surpassed the total number of record closes from 2016. (Source: S&P Dow Jones Indices) One in five Americans never have a serious discussion about finances…
