July 2022 PDS Planning Market Commentary We’ve made it to the halfway mark and only two asset classes have posted a positive return – commodities and cash. But the case can be made cash is only positive on paper since yields are well below the current inflation measures. It’s easy to see the markets and…
Welcome to our June 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® Gas Prices: The average price of gas in the…
June 2022 PDS Planning Market Commentary JPMorgan Chase CEO, Jamie Dimon, captured many headlines last week when he said “you’d better brace yourself for an upcoming hurricane.” He continued that “right now, it’s kind of sunny, things are doing fine, and everyone thinks the Fed can handle this. That hurricane is right out there, down…
Welcome to our May 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® Warning – Bear Territory: The Nasdaq index, primarily made…
May 2022 PDS Planning Market Commentary Inflation continues to spread throughout the entire economy and puts many, especially lower income citizens, in a difficult position. The most recent inflation data suggested an 8.5% increase compared to a year ago, which marks the highest inflation levels since the 1980’s. The core CPI, which excludes the more…
Welcome to our April 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® Germany 2 Year: For the first time since 2014,…
April 2022 PDS Market Commentary “There is no shortage of headwinds facing both the market and the economy: the tragic Russian invasion of Ukraine and attendant commodity/energy crisis; the Federal Reserve’s transition from accommodative to tighter monetary policy; and increased chatter of a recession on the horizon; among others,” according to Schwab’s Liz Ann Sonders.…
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. By Drew Potosky, CFP® Ukraine and Russia: Since the Russian’s invaded Ukraine on February…
Beyond Your Finances, Market Commentary
By Drew Potosky, CFP® On Interest Rates An interest rate is a percentage assigned by the lender and charged to the borrower. A simple Google search of “interest rates” mostly returns information on current mortgage rates. For many people – based on Google search results – mortgage rates are the first thought when it comes…
March 2022 PDS Market Commentary With Russia’s invasion, the world is clearly in a different position than it was at year-end. Markets were already struggling in 2022 as investors grappled with record inflation and the Federal Reserve’s plan to consistently raise interest rates, but Russia’s invasion sent shockwaves throughout markets. As of today, oil has…
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. Record Inflation: The January inflation numbers were released earlier this month and, as expected, the…
Beyond Your Finances, Market Commentary
What is Inflation and What are Common Responses? The news cycle can spit out new and exciting headlines faster than they can be printed resulting in some information being overlooked or missed. Financial news is no different. Even still, it comes as no surprise to many that inflation has withstood the churning and remained headline…
February 2022 PDS Market Commentary What a difference a few weeks can make in the equity market! Many investors were feeling invincible after 2021’s strong returns, especially within large cap domestic stocks. Some maybe even fell into the mindset that markets could only go up. Reality quickly sunk in as the S&P 500 fell by…
Market Update from Kurt Brown 2022 has certainly started with a bang for the stock market… just not all on a positive note. Most of the domestic indexes were down almost -4% at one point today before finishing the day in the green as investors grappled with inflation risks, rising interest rates and geopolitical concerns…
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. Schwab Lowering Expense Ratios – Schwab, following the actions from Vanguard and SPDR, decreased the…
