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 »

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 »