June 2018 Financial Markets Summary Many investors attempt to “beat the market” by picking a handful of stocks they believe will outperform. Sometimes they can be rewarded if they happened to choose a shooting star, but they can just as easily be punished with a falling knife. For instance, Netflix, the S&P 500’s best performing…
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 More Debt than Equity: As of 12/31/17, the…
May 2018 Financial Markets Summary Rampant Inflation! Rising interest rates destroying bonds! Record losses and volatility for stock markets! These seem to be common phrases used by the media these days. However, these statements could not be further from the truth. Yes, we have seen a slight increase in inflation, but nowhere near levels that…
Here is the link to our First Quarter PDS Investment Webcast! This quarterly call started with a review of asset class returns for the year. We also discussed what has been causing the recent spike in volatility and if we expect this to subside anytime soon. We also touched on inflation, oil, interest rates and…
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 Slingshot: The S&P 500 recently experienced its sixth market…
Beyond Your Finances, Market Commentary
A recent post from Jamie on his WealthAdviceMadeSimple blog regarding the value of online savings accounts. Breaking a bad habit is hard, but not all habits are bad. I strongly recommend The Power of Habit by Charles Duhigg to reinforce how habits can be used to create successful outcomes. However, many habits, or reluctance for…
April 2018 Financial Markets Summary Early April is a great time of the year as the seasons finally start to change, taxes are filed, April Fools jokes are played, a champion is crowned from the March Madness NCAA Tournament and the beloved Masters Tournament takes place. We turn to an unlikely place for an investing…
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 Celebrate Good Times: On March 9, 2018, the bull…
March 2018 Financial Markets Summary The month of February was a sharp contrast to what we experienced in 2017. Volatility has reared its ugly head as investors became concerned about rising inflation and interest rates. 2017 was a unique year where markets experienced very little volatility, or sharp movements, in either direction. The market just…
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 Delaying the Inevitable: In the 75 years from…
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…
Here is the link to the Year-End PDS Investment Webcast! This quarterly call started with a 2017 year in review. We discussed the record returns, low volatility and potential tax reform implications. Given these record returns and lengthy bull market, does this mean a recession is just around the corner? Please click the link below…
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 Record Year: The S&P 500 Index ended 2017…
January 2018 Financial Markets Summary 2017 was a year for the record books. Domestic stocks continued their strong performance with the Dow Jones Industrial Average breaking through its all-time high a record 70 times in 2017. The famed technology sector led the way in the U.S. with Apple, Facebook and Amazon all climbing over 48%.…
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 Dow Milestones: As of the December 19th close,…
