Autumn 2015 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…
PDS Planning’s, Jamie Menges, CFP®, CPA, has been elected to the Executive Board of the Ohio Society of CPA’s. Jamie comments, “It’s an honor to be asked to serve, then to be elected by your peers. CPA’s are trusted advisors to their clients, and I owe a great deal to the industry. I’m excited for…
Spring 2015 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 April 2, 2015 Thirty years can go by very quickly. And for us more mature folks, it can seem like yesterday. As I think about those years, I am struck by the changes to the financial planning and investment world, specifically changes at PDS Planning. Our very basic and very large computers had…
Beyond Your Finances, PDS News
Originally published January 6, 2015 Simplify The Purpose Statement at PDS Planning is “To eliminate the stress associated with planning and attaining a richer, fuller life.” Financial planning should be simple. For you, not us. Our happiest clients are the ones who have found that our guidance has allowed them to maintain focus on the…
Originally published December 8, 2014 It Was A Dark and Stormy Market… What Investors Can Learn From What Fund Managers Read If you Google “stock market articles today”, you’ll have 114 million choices to choose from! That probably does not include all the social media platforms or the 24/7 business and financial TV channels that…
Originally published July 10, 2014 “Help me…help you.” Jerry Maguire used that line when trying to convince Rod Tidwell that he was the best sports agent for him in the famous 1996 movie. His point was “I’m not like the rest of the agents out there; I care about my clients.” As a Registered Investment…
Summer 2014 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…
Welcome to our blog! Like our periodic investment publications, our blog will be authentic and written by us. Our goal is to be genuine, relevant, and succinct. We can’t say anything more, or we’d be breaking our promise.
