Viewpoints: March 2021 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 Climbing Yields: From its all-time closing low…
March 2021 Financial Markets Summary In times like today, the ancient Greek philosopher Heraclitus’s quote, “the only constant in life is change” couldn’t ring more true. We have just gone through a year of incredible change with COVID-19 and the countless things that it impacted. As the temperatures start to warm and the seasons change,…
Viewpoints: February 2021 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 Winter is Here: Over 2.5 million homes…
Buying on Margin In a recent post explaining what was happening with GameStop, we discussed what short selling is and how a stock can get squeezed higher. Remember, entering into a short position is one of the riskiest investments to make because the losses are infinite (stocks can only go down to $0 while they…
February 2021 Financial Markets Summary The Super Bowl weekend is here! Tom Brady’s Tampa Bay Buccaneers will square off against Patrick Mahomes and the Kansas City Chiefs. The parties may look much different this year as the nation battles COVID-19, but we will continue to see significant spending and speculation just like we have experienced…
Beyond Your Finances, Market Commentary
Power of the Retail Investor In recent weeks, and more notably recent days, shares of GameStop [GME] and AMC Entertainment Holdings [AMC] have been gobbled up hordes of retail investors. So much so that prices have gone up 320%, and 161% just since Monday, respectively. In “GameStop Mania Reveals Power Shift on Wall Street—and the…
Market Predictions “The only function of economic forecasting is to make astrology look respectable.” – John Kenneth Galbraith, Economist The 2021 Market predictions are in, and they’re probably wrong. Every year, the top investment banks, research institutions, and market analysts make their predictions on where the S&P 500 (stock market) will close the…
Viewpoints: December 2020 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 Covid-19 Stimulus Package: After months of gridlock,…
December 2020 Financial Markets Summary November was another strong month for the markets with positive news of vaccine results. Small cap stocks bounced by nearly 20% and energy, which has lagged for most of the year, jumped up 30%. However, recent flare-ups across the country suggest that the virus has yet to be contained and…
Viewpoints: November 2020 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 Remote Learning: Major school districts around the…
What is “The Market”? Volatility has played a big part of 2020 and there’s no sense it will stop anytime soon. More people are paying attention to the ebbs and flows of the stock market – whether they want to or not – thanks in large part to the news cycle. “Dow Soars 800 points…”,…
November 2020 Financial Markets Summary 2020 has been a year for the history books that we will all remember. For all that has taken place this year, we should have expected a tumultuous election season. As of early November 6th, mail-in ballots are still being counted to determine the Presidency. It appears that former vice-president…
Markets & Presidential Elections With recent volatility the past few days, and a likelihood the election results are not finalized next Tuesday night, we expect continued volatility for a period of time. This is to be expected with such unknowns floating out there as we head to the polls. Therefore, we’d like to remind…
Is It Time to Refinance? With mortgage rates the lowest they have ever been, the question of whether or not to refinance your mortgage is coming up more and more. In an article by Sarah Davis from Money Under 30, she outlines important questions to ask yourself to figure out if a refinance would be…
October 2020 Financial Markets Summary Emotions are running high around the country with the upcoming election. Many are wondering how this will impact financial markets. The reality is elections come and go and things don’t tend to change too much. The status quo normally prevails. The world will continue to turn and Apple will continue…
