November 2018 Market Commentary

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October was a brutal month for markets around the globe with concerns about global growth, escalating trade tensions, rising interest rates and the upcoming mid-term elections.  Domestic stocks faced pressure with the S&P 500 down almost -7%, the Dow Jones Industrial Average almost -5% and small cap stocks nearly -11% for the month.  International stock… Read more »

Third Quarter 2018 PDS Investment Webcast

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Here is the link to our 3rd Quarter Investment Webcast!  This quarterly call started with a review of the asset class returns for the year.  We focused most of the discussion on the current spike in volatility and the potential causes for this recent change.  We also reviewed the historical relationship between domestic stock markets… Read more »

October 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 Let’s Not Make it Two:  The S&P… Read more »

PDS Planning Welcomes Drew Potosky

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We are very pleased to announce that Drew Potosky has joined the PDS Planning team as an Investment Analyst.  In this role, Drew works with Kurt and Tom as part of the Investment Team to provide ongoing research, portfolio management, and client service. Drew graduated from the Fisher College of Business at The Ohio State… Read more »

Free Credit Freeze

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  Most of the time when you hear about identity theft or a security breach, it is associated with a negative storyline and a series of recommended actions to protect yourself, particularly if your information was compromised.  Placing a credit freeze is one of the best ways to protect your personal identity. The federal government… Read more »