Market Commentary

Market Commentary

Viewpoints: May 2025

Welcome to our May 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 New Maximum…Maybe If you have a google alert for the…

Market Commentary

May 2025 Market Commentary

March and April were rollercoasters for the stock market and potential reasons why can be found on either side of the aisle. Positive or negative. Tariffs, of course, have played a big role in market volatility. Though we’re in a period of waiting (90-day pauses), there’s little doubt we’re out of the woods from a…

Market Commentary

Viewpoints: April 2025

Welcome to our April 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. Reasons to Sell From the Global Financial Crisis in 2008 to…

Market Commentary

April 2025 Market Commentary

“Tariff is a word most of us first heard in high school history class. We remember something about the Smoot-Hawley Tariff Act of 1930, the Great Depression and the dark side of protectionist trade policy,” according to Capital Group economist Robert Lind. “Fast forward to today and tariffs are once again taking center stage, serving…

Market Commentary

Viewpoints: March 2025

Welcome to our March 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. Intra-Year Declines From peak to trough, a -10% decline is considered…

Market Commentary

March 2025 Market Commentary

Market concerns have escalated as the tariff policy enacted continues to evolve and change day-to-day. The situation is very fluid, and markets are just trying to keep up with the latest news coming out of the white house. What We Know Today We know on Tuesday, March 4th, a 25% tariff took effect on most…

Market Commentary

Viewpoints: February 2025

Welcome to our February 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. Housing Market Hold Strong, But Buyer Demand Weakens The housing market…

Market Commentary

February 2025 Market Commentary

It’s only the first week of February, but lots has already happened! On top of everyone and their brother getting sick, a couple major market shakers have already come and, potentially, gone. DeepSeekOn January 27th, news broke that a Chinese startup called DeepSeek developed and trained an AI reasoning-model for only $6 million (though later…

Market Commentary

Viewpoints: January 2025

Welcome to our January 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 Yield Curve is Back to Normal After being inverted for…

Market Commentary

January 2025 Market Commentary

2024 was a great year on a number of fronts, but was certainly a banner year for stocks as shown by the index returns below: Many would expect bonds to also perform well with the Federal Reserve cutting interest rates.  However, the aggregate bond index only gained 1.3% last year.  Yes, the Fed cut rates…

Market Commentary

December 2024 Market Commentary

The Black Friday and Cyber Monday deals were too good to pass up and it looks like most people agreed. According to Adobe Analytics, Black Friday shoppers spent $10.8 billion and Cyber Monday shoppers doled out $13.3 billion – the single biggest shopping day of all time. Taking the spending at face value, the general…

Market Commentary

Viewpoints: November 2024

Welcome to our November 2024 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. By Drew Potosky, CFP® Believe it or not, International Stocks are…

Market Commentary

November 2024 Market Commentary

Votes are still being counted but the race is all but over. Donald Trump has been elected to be the next President. Markets were setting up for a big rally regardless of who won after a wave of de-risking took place in early fall. Once the election was called and the looming uncertainty became a…

Market Commentary

Viewpoints: October 2024

Welcome to our October 2024 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.

Market Commentary

October 2024 Market Commentary

By Kurt Brown, CFA Posted: 10/9/2024 The 3rd quarter ended on a strong note for most asset classes with the S&P 500 up +5.9%, developed international stock up 6.5%, emerging markets up almost +9% and global bonds posting the best quarter in quite some time with a 7% bump. JPMorgan’s Hugh Gimber pointed that “the…