As war in the Middle East escalates, investors are confronted with the reality of a world that is becoming more dangerous. With markets reacting minute by minute to the news, it’s helpful to take a step back and consider events in a broader context, suggests Capital Group political economist, Talha Khan. “The death of Iran’s…
Welcome to our February 2026 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. Your Favorite Asset Class Quilt Rebalancing and diversification are once again…
February delivered one of the more dramatic market reactions in recent memory, driven not by an economic data release, but by a personnel decision. News that President Trump intends to nominate Kevin Warsh to replace Jerome Powell as Chair of the Federal Reserve sent shockwaves through the gold and silver trading markets. If there’s such…
Welcome to our January 2026 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. Varying Lengths of Bull Markets The chart below shows the length…
2025: A Masterclass in Tuning Out the Noise If you felt like 2025 was an exhausting year to be an investor, you weren’t alone. Between tariff announcements, government shutdowns, and the 24/7 news cycle constantly reminding us the sky might be falling, it would have been easy to throw in the towel and move everything…
Welcome to our December 2025 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. Impact of Tariffs Data and analysis from the Tax Foundation shows…
The holiday shopping season is off to a record-breaking start. From Black Friday through Cyber Monday, shoppers spent $44.2 billion—up 8% from last year and well above expectations. Consumers are on track to spend $250 billion this holiday season for the first time ever. Contrary to what increased consumer spending typically signals, November consumer sentiment…
Welcome to our November 2025 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. Precipitous CapEx Since the end of 2023, capital expenditures from Meta,…
The House of Representatives returned the evening of November 12th and voted on the amended bill to end the longest government shutdown in US history after 43 days. From the market’s point of view, this is positive news. Economists are going to start getting their data back, workers will get paid, and people can more…
Welcome to our October 2025 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. Global Yields Rising A popular and important talking point so far…
2025 has certainly experienced a significant amount of change with tariffs and trade, the Federal Reserve lowering interest rates, international stocks taking the baton from recent U.S. dominance, and most recently the U.S. government shut down amid disputes over spending priorities. Capital Group’s political economist and former senior advisor in the White House Office of…
Welcome to our September 2025 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. The Magic Math of Compounding The long-term impact of reinvesting dividends…
A September rate cut is all but confirmed at this point with the probability at 100% according to the CME Group FedWatch tool. Even though the latest inflation data print was slightly higher than expected, progress is progress. A question on many investors’ minds is how stocks and bonds may be impacted. JPMorgan Global Market…
Welcome to our August 2025 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. Dollar has Weakened, but Historically Strong The weakening dollar has been…
Happy August and Happy Back to School month! Every year we get to this point, and every year I find it hard to believe we’re already here! My wife has been back in her classroom getting it ready for the 8th graders, and parents everywhere are ready for some semblance of a routine again. In…
