Welcome to our August 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: 8/23/2024 Where We Are Today The…
Beyond Your Finances, Market Commentary
Posted: 8/20/2024 The Case Against AUM-Based Fees At PDS Planning, we believe you shouldn’t have to pay more for financial planning simply because you are worth more. Instead, we offer a flat, fixed-dollar fee that reflects our work rather than your net worth. Doing so allows us to provide you with a more effective financial…
By Kurt Brown, CFA Posted: 08/08/2024 World markets have experienced quite the ride this past week. You’ve likely seen headlines such as “Worst One Day Return in Japan since 1987!” and the “DOW drops by over 1,000 points” to name a few. Yes, markets have taken a step back, but as of this writing, the…
Welcome to our July 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: 7/30/2024 Leading Indicators Update The year-over-year…
By Drew Potosky, CFP®, Posted: 7/16/2024 A lot has already been said about the Mag7 stocks and the very prominent role they play in the S&P 500. They account for over 32% of the entire index and, with AI still a major theme, may continue to grow. Are we getting shades of the 2000 tech bubble?…
Welcome to our June 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: 6/21/2024 Benchmarking Benchmarking is defined as…
Posted: 06/12/2024 It’s already June! Let’s see where we stand in the stock and bond markets heading into the middle of the year. Stocks Pretty good! US large cap stocks, represented by the S&P 500 index, are up 11.3% as of May 31. If we think about the average annual S&P 500 return being about…
Welcome to our May 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: 5/22/2024 GameStop Rollercoaster Ride Roaring Kitty…
Posted: 05/03/2024 Everyone says time flies, but I truly can’t believe May is here already! It seems like New Year’s was just a month ago, but our 7 and 4 year old kids will be out of school and ready for summer in a couple of weeks. We wish all of you the best this…
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…
