32 years ago, Bob Hamilton and Bob Cochran chose to turn the page of their careers and create PDS Planning. They started providing financial planning and investment advice for just one client in Columbus, Ohio, and have now grown the company to 450 clients spread across 31 states. Over 32 years, they experienced a significant amount of change in markets, employees, regulations, and technology to name a few, but one thing that has remained consistent is the high level of service provided to clients. Thanks to their vision, PDS has always taken on the fiduciary duty of putting our clients’ interests first.
As he closes this chapter of his career, we want to congratulate Bob Cochran on his retirement. We are so excited for Bob and his wife Susan as they start a new journey (or several if you know them well!) together. We are grateful for the time and effort that he has put into PDS Planning, and we express our sincere gratitude to Bob for building a lasting company that will be here another 32+ years! Thank you and bon voyage!
Please join us for the retirement celebration scheduled for Bob Cochran, Bob Hamilton and Jim Hamilton on Friday, October 20th at Griggs Boathouse from 3-7pm. A formal invitation will be sent.
|Asset Index Category||Category||Category||Category||10-Year|
|3 Months||2017 YTD||2016||Average|
|S&P 500 Index – Large Companies||2.5%||10.4%||9.5%||5.3%|
|S&P 400 Index – Mid-Size Companies||0.5%||4.2%||18.7%||7.2%|
|Russell 2000 Index – Small Companies||2.5%||3.6%||19.4%||5.9%|
|MSCI ACWI – Global (U.S. & Intl. Stocks)||3.1%||13.4%||8.4%||2.0%|
|MSCI EAFE Index – Developed Intl.||2.7%||17.0%||1.0%||1.6%|
|MSCI EM Index – Emerging Markets||9.4%||28.3%||11.2%||2.4%|
|Short-Term Corporate Bonds||0.5%||1.8%||2.1%||2.5%|
|International Government Bonds||3.3%||9.4%||1.6%||3.1%|
|Bloomberg Commodity Index||2.5%||-2.7%||11.8%||-6.1%|
|Dow Jones U.S. Real Estate||4.0%||7.9%||7.6%||7.5%|
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 no assurance that any specific investment, strategy, or product or any non-investment related content, made reference to directly or indirectly in this newsletter, will be suitable for your individual situation, or prove successful. This material is distributed by PDS Planning, Inc. and is for information purposes only. Although information has been obtained from and is based upon sources PDS Planning believes to be reliable, we do not guarantee its accuracy. It is provided with the understanding that no fiduciary relationship exists because of this report. Opinions expressed in this report are not necessarily the opinions of PDS Planning and are subject to change without notice. PDS Planning assumes no liability for the interpretation or use of this report. Consultation with a qualified investment advisor is recommended prior to executing any investment strategy. No portion of this publication should be construed as legal or accounting advice. If you are a client of PDS Planning, please remember to contact PDS Planning, Inc., in writing, if there are any changes in your personal/financial situation or investment objectives. All rights reserved.