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 »

November 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 Gridlock is Good?: Over the last 80 years,… Read more »

‘Tis the (Tax Savings) Season

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A recent post from Jamie on his WealthAdviceMadeSimple blog helping to provide you with ‘Clarity in a complex financial world.’   Cue up the Andy Williams because It’s the Most Wonderful Time of the Year! According to the Tax Foundation, most Americans have to work nearly 4 months each year just to pay their tax… Read more »

Charitable Giving: Year-End Giving Tips

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  Are you still trying to finalize your charitable giving for the year? Is it even more confusing when you are not sure how the new tax legislation might impact the deductibility of your gift? There is no question the new tax legislation will impact how you might treat your charitable gifts this year.  For some,… Read more »