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 »

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 »