Beyond Your Finances, Market Commentary, PDS News
The Silent Tax: Your Wealth Management Fees Originally published in Columbus CEO magazine on July 2, 2019 From the conflicted days of commissions to the advent of fee-only relationships, things have certainly improved for clients. But the work is not done. Today, everyone throws around the term “fiduciary,” and though many meet the textbook definition…
Bob & Susan Cochran welcome you to another blooming summer season! Beautyview Gardens is a registered display garden of the American Daylily Society. From mid-June through August, our gardens offer a spectacular display of colors, shapes, and sizes. We feature many plants from Ohio hybridizers (that will grow in our crazy climate and clay soil),…
In recognizing that managing finances is simply the fuel to help you pursue your passions and spend time with the ones you love, we regularly share “What’s Happening at PDS” to let you know what our staff has been up to, both personally and professionally. Kurt Brown and his wife, Megan, are expecting their second child,…
In recognizing that managing finances is simply the fuel to help you pursue your passions and spend time with the ones you love, we regularly share “What’s Happening at PDS” to let you know what our staff has been up to, both professionally and personally. Happy Holidays from PDS Planning. From our family to…
We are very pleased to announce that Drew Potosky has joined the PDS Planning team as an Investment Analyst. In this role, Drew works with Kurt and Tom as part of the Investment Team to provide ongoing research, portfolio management, and client service. Drew graduated from the Fisher College of Business at The Ohio…
In recognizing that managing finances is simply the fuel to help you pursue your passions and spend time with the ones you love, we regularly share “What’s Happening at PDS” to let you know what our staff has been up to, both professionally and personally. Laurie and Phil Licata are proud first-time grandparents! Greyson…
In recognizing that managing finances is simply the fuel to help you pursue your passions and spend time with the ones you love, we regularly share “What’s Happening at PDS” to let you know what our staff has been up to, both professionally and personally. We officially retired and honored Bob Hamilton, Jim Hamilton…
Summer 2017 Newsletter Learn about Long-Term Care Insurance and where it fits in today’s elder care. Get the latest details on all our upcoming events and what’s happening at PDS! All in our Summer Issue of The Planner. 2017 08 PDS Newsletter – Summer Please remember that past performance may not be indicative of…
Spring 2017 Newsletter Get the latest details on our recent client workshop and upcoming summer events! Find a link to our quarterly investment webcast from April, learn a little more about just how big Amazon really is and more. We hope you enjoy our Spring Issue of The Planner. PDS Planning Spring Quarterly Newsletter …
Winter 2017 Newsletter Meet the newest addition to the PDS Family, Luca Edward Brown; Volunteers of the Year, Tom & Judy Skinner, and more in the newest edition of The Planner! 2017 PDS Planning Winter Newsletter Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees…
Published Quarterly by PDS Planning, Inc – Fall, 2016 – Volume XIII, Number 4 In This Issue: What’s Happening at PDS – Page 2 Year-End Charitable Giving – Page 2 Avoiding Identity Theft – Page 3 It’s Not One World – Page 3 Link to Quarterly Webcast – Page 3 Stat Bank – Page 4…
Summer 2016 Newsletter COMING SOON! Our quarterly newsletter will be available in a web-friendly format. Until then, please feel free to download the PDF version from this page. Thank you. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be…
Spring 2016 Newsletter COMING SOON! Our quarterly newsletter will be available in a web-friendly format. Until then, please feel free to download the PDF version from this page. Thank you. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be…
Originally published March 29, 2016 Wedding Bells are Ringing! It is wedding season and those bells are ringing especially loud in my ears. With my oldest getting married in July and my middle daughter just engaged in February (with a 2017 wedding on the horizon), how do I financially cope?? Being so focused on paying…
Originally published November 25, 2015 Rita Itsell featured in the Wall Street Journal PDS feels very blessed to have opportunities to share our stories with broader audiences, in hopes that it helps them simplify a complex problem. In this most recent opportunity, as featured in the Wall Street Journal, PDS Planning’s Managing Principal, Rita Itsell…
