January 2019 Market Commentary

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Now that we have closed the book to 2018, let’s pause to review the year and potential outlook for 2019. The fourth quarter, and especially December, came under real pressure as the Federal Reserve continued increasing interest rates, trade frictions with China escalated and investors focused on global growth concerns.  Domestic stocks dropped by -14%… Read more »

What’s Happening at PDS: Late-2018 Edition

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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… Read more »

December 2018 Viewpoints

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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.   Economic and Investment News Bits Ups and Downs:  The S&P 500 stock… Read more »

December 2018 Market Commentary

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$1.99, $1.94, $1.98 gasoline prices at the pump!  Did we just flashback to the early 2000’s?  These low prices are the result of oil’s 33% plummet in just the past two months.  Nevertheless, this seems to be a nice early gift for this holiday season!  If these low prices persist, this could provide a boost… Read more »

Living a Rewarding Retirement: Make a Difference

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  “Some people make more than a career out of their work.  They make a difference.” It’s been more than a year since I retired from my position as Portfolio Manager and Chief Compliance Officer with PDS Planning in Columbus, Ohio.  One of the many retirement cards I received from clients and colleagues contained the… Read more »