PDS Planning Welcomes Drew Potosky

Posted by

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 State… Read more »

PDS Today’s Market

Posted by

Good evening, I thought we would provide a quick update on today’s market move before heading home for the day.  In case you haven’t seen it yet, domestic stock markets were down on average 3-4% today.  The media will overemphasize the Dow Jones Industrial Average’s 831 point loss in attempt to play on your emotions,… Read more »

Largest Point Drop in Dow History… Be Careful What You Believe

Posted by

As many of you already know, the markets have experienced a rough few days with concerns over interest rates and potential inflation.  The Dow Jones Industrial Average closed the day down 1,175 points after Friday’s 665 point loss.  The media is already reporting that today was the largest point decline in the Dow Jones Industrial… Read more »

State Tax Deduction Doubled!

Posted by

There are many great reasons to use Ohio’s 529 Savings Program through CollegeAdvantage, but the tax savings might be the best yet! As of January 1, 2018 the state income tax deduction has doubled from $2,000 to $4,000 per beneficiary, per year. Saving for you child’s education has other benefits for you as well: The… Read more »

December 2017 Market Commentary

Posted by

  2017 has been a great year so far for investors with domestic stocks gaining over 15%, developed international increasing 23% and emerging markets surging over 32%. Schwab’s Chief Global Investment Strategist Jeffrey Kleintop recently wrote the “5 Reasons for Investors to Give Thanks” during this holiday season. Stocks have been up every month so… Read more »