Welcome to our April 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®, Posted: 4/19/2024 Inflation The services sector of…
Published: 4/5/2024 Spring is in the air! The trees are blossoming and we’re finally reminded of what the sun looks like! It also means the first quarter of 2024 is officially in the books. Below and to the left is a look at how the major asset classes performed to start the year. For US…
By: Kyle Euton Posted: 3/25/2024 Whether or not you have ever been fortunate enough to be a stock award holder for your company, you’ve likely seen headlines about executives who have. Those from Fortune 500 companies who have sold an enormous quantity of shares or received a large compensation package that included stock options. So, what…
Welcome to our March 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®, Posted: 3/20/2024 Mag 7 is so 2023…
Posted: 3/12/2024 Artificial Intelligence Mania Stock markets around the world performed quite well in 2023 and so far in 2024, especially those involved in artificial intelligence. The “Magnificent 7” (Microsoft, Amazon, Meta, Apple, Alphabet, Nvidia & Tesla) have a focus on AI and have driven the majority of the S&P 500 performance. These 7 stocks…
Welcome to our February 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®, Posted: 2/20/2024 Super Bowl Winners and the…
The S&P 500 is up through the first 5 weeks of the year, but it has not been without moments of volatility. Leading the charge? Rate cuts – or lack thereof. Coming into 2024, investors were pricing in at near 100% certainty the first rate cut would come in March. Those expectations helped push markets…
Welcome to our January 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®, Posted: 1/24/2024 Better than Average Despite posting…
Sifting through the noise to find the things that really matter will always be difficult. It’s hard to know, especially in the moment, what’s important and what can be ignored. As we reflect on the stock market over the last few years and think about what may impact 2024, we don’t have a crystal ball…
Welcome to our December 2023 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® Cash Yields With interest rates at their…
At the start of the year, it seemed like every investment strategist or economist was predicting a recession in 2023. So far, it has not happened. While we are pleased a recession has been avoided, Leading Indicators continue to point toward a weak US economy. Liz Ann Sonders, Chief Investment Strategist with Charles Schwab, says…
Welcome to our November 2023 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® Finishing Strong, and Top Heavy After a…
Just two months ago, we wrote about the changing seasons and everchanging market dynamics. If we look back to September 1st, one could believe very little changed as the S&P 500 is priced almost exactly the same today. However, we’ve experienced significant change over the past two months. Large cap stocks, represented by the S&P…
Welcome to our October 2023 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® Lackluster 3rd Quarter Across the board, all…
This week we received another flood of inflation data and saw a year-over-year increase in the CPI (Consumer Price Index) of 0.4%, twice the increase that was expected. The market reaction was, as expected with the news, poor that day. Both stocks and bonds took a dive because of the implication the 0.4% creates; inflation…
