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 Gridlock is Good?: Over the last 80 years,…
November 2018 Financial Markets Summary October was a brutal month for markets around the globe with concerns about global growth, escalating trade tensions, rising interest rates and the upcoming mid-term elections. Domestic stocks faced pressure with the S&P 500 down almost -7%, the Dow Jones Industrial Average almost -5% and small cap stocks nearly -11%…
Here is the link to our 3rd Quarter Investment Webcast! This quarterly call started with a review of the asset class returns for the year. We focused most of the discussion on the current spike in volatility and the potential causes for this recent change. We also reviewed the historical relationship between domestic stock markets…
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 Let’s Not Make it Two: The S&P 500…
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,…
October 2018 Financial Markets Summary Falling leaves, pumpkins, mums, harvest, pumpkin spice lattes, apple cider, postseason baseball (not for the Reds), and Big Ten football play are all signs of fall. As the seasons change and the third quarter closes, we pause to review. Domestic stocks rallied with the strongest quarterly return in almost five…
Beyond Your Finances, Market Commentary, Retirement
I have always had a great respect for educators and how they impact our society. Both my mother and aunt were teachers. I recall as a child how my mother spent countless hours working to get her Masters degree to stay certified while raising three kids. And now, my wife, Abbey, is a teacher. I…
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 Trillion Dollar Club: After Apple became the first…
September 2018 Financial Markets Summary We just surpassed a major milestone for the domestic stock market! This current bull market is now the longest in history, depending on who you ask. Bull markets generally occur when the stock market realizes a 20% or more gain without a corresponding 20% loss. Bear markets, on the…
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 Longest Bull Market (almost): The S&P 500 is…
August 2018 Financial Markets Summary One of the most common ways investors differentiate stocks is based on their value or growth characteristics. Value stocks, often times are priced lower than the broader market and pay dividends back to their shareholders. Growth companies, on the other hand, are typically priced much higher, exhibit much higher earnings…
Here is the link to our 2nd Quarter Investment Webcast! This quarterly call started with a review of the asset class returns so far for the year. We also discussed the large disparity between value and growth stock returns in this environment. The majority of the call was focused on the potential impact of the…
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 0% Investment “Return”: For the first time since…
July 2018 Financial Markets Summary Once every four years, sports fans around the globe turn their attention to the famous FIFA World Cup. As the teams square off in the elimination rounds held in Russia, we look to this stage to learn a few valuable investment lessons. Surprises – Expect the unexpected. If we back…
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…
