February 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  Delaying the Inevitable:  In the 75 years from… Read more »

Largest Point Drop in Dow History… Be Careful What You Believe

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As many of you already know, the markets have experienced a rough few days with concerns over interest rates and potential inflation.  The Dow Jones Industrial Average closed the day down 1,175 points after Friday’s 665 point loss.  The media is already reporting that today was the largest point decline in the Dow Jones Industrial… Read more »

PDS Investment Webcast

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Here is the link to the Year-End PDS Investment Webcast!  This quarterly call started with a 2017 year in review.  We discussed the record returns, low volatility and potential tax reform implications.  Given these record returns and lengthy bull market, does this mean a recession is just around the corner? Please click the link below… Read more »

January 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  Record Year:  The S&P 500 Index ended… Read more »

State Tax Deduction Doubled!

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There are many great reasons to use Ohio’s 529 Savings Program through CollegeAdvantage, but the tax savings might be the best yet! As of January 1, 2018 the state income tax deduction has doubled from $2,000 to $4,000 per beneficiary, per year. Saving for you child’s education has other benefits for you as well: The… Read more »