Happy Valentine’s Day

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While Valentine’s Day may be considered by some to be just another “Hallmark Holiday”, it actually has its roots in historical traditions based on love and devotion.  From all of us at PDS Planning, Happy Valentine’s Day! Valentine’s Day is based on an ancient Roman pagan ritual.  Every February, the Romans celebrated the feast of… Read more »

February 2019 Market Commentary

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Wow, what a difference a month can make! The 4th quarter ended on a sour note with domestic stocks down by -14% to -21% and international by -7% to -13%.  To put this into historical perspective, the S&P 500 has experienced 16 quarters of double digit losses dating back to 1968.  On average, these generated… Read more »

4th Quarter 2018 Investment Webcast

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Here is the link to our 4th Quarter Investment Webcast!  The 4th quarter was especially difficult for markets, but we focused the brief discussion on the rationale behind the recent volatility and our outlook for 2019. Please click the link below for our thoughts on these timely topics.   Please note, the opening screen shows… Read more »

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 »