July 2019 Financial Markets Summary Happy Independence Day! As we turn the page to the second half of 2019, we pause to review a few facts about the 4th of July holiday. When John Adams, Thomas Jefferson and Benjamin Franklin were signing the Declaration of Independence in 1776, there were only an estimated 2.5…
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…
June 2019 Financial Markets Summary May was a tough month for global markets as investors grappled with tariff concerns, slowing global growth and an inverted yield curve. Domestic stocks fell by 6-8% during the month but were still up 8-10% year-to-Date (YTD) as of May 31st. The bond market has been signaling some concern. Traditionally,…
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…
May 2019 Financial Markets Summary The Columbus Blue Jackets have been the talk of the town with their shocking sweep of the #1 seeded Tampa Bay Lightning and their current 2-1 series lead against the Boston Bruins. However, many experts discarded the Jackets late in the season as they struggled to find their rhythm…
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%…
April 2019 Financial Markets Summary The 1st quarter of 2019 ended on a great note with the strongest domestic stock quarterly performance within the past ten years, but this has been a very eventful few months. The S&P 500 almost tipped into bear market territory in the 4th quarter with a 19% decline,…
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%…
March 2019 Financial Markets Summary March is the pinnacle of the year for basketball fans with the annual March Madness NCAA Tournament. Brackets are built, buzzer beater shots are made, Cinderella teams advance deep into the tournament and the National Champion is crowned. But how does this relate to investing and capital markets? Each…
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…
February 2019 Financial Markets Summary Wow, what a difference a month can make! The 4th quarter ended on a sour note with domestic stocks down by -14% to -21% and international by -7% to -13%. To put this into historical perspective, the S&P 500 has experienced 16 quarters of double digit losses dating back to…
Here is the link to our 4th Quarter Investment Webcast! The 4th quarter was especially difficult for markets, but we focused the brief discussion on the rationale behind the recent volatility and our outlook for 2019. Please click the link below for our thoughts on these timely topics. Please note, the opening screen shows “There…
January 2019 Financial Markets Summary Now that we have closed the book to 2018, let’s pause to review the year and potential outlook for 2019. The fourth quarter, and especially December, came under real pressure as the Federal Reserve continued increasing interest rates, trade frictions with China escalated and investors focused on global growth concerns. …
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…
December 2018 Financial Markets Summary $1.99, $1.94, $1.98 gasoline prices at the pump! Did we just flashback to the early 2000’s? These low prices are the result of oil’s 33% plummet in just the past two months. Nevertheless, this seems to be a nice early gift for this holiday season! If these low prices persist,…
