August 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 Longest Bull Market (almost):  The S&P 500… Read more »

What’s Happening at PDS: Summer 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.   Laurie and Phil Licata are proud first-time grandparents!  Greyson… Read more »

August 2018 Market Commentary

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  One of the most common ways investors differentiate stocks is based on their value or growth characteristics.  Value stocks, often times are priced lower than the broader market and pay dividends back to their shareholders.  Growth companies, on the other hand, are typically priced much higher, exhibit much higher earnings growth and reinvest their… Read more »

Second Quarter 2018 PDS Investment Webcast

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Here is the link to our 2nd Quarter Investment Webcast!  This quarterly call started with a review of the asset class returns so far for the year.  We also discussed the large disparity between value and growth stock returns in this environment.  The majority of the call was focused on the potential impact of the… Read more »

July 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 0% Investment “Return”:  For the first time… Read more »