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Beyond Your Finances

Happy Father’s Day

“Being a great father is like shaving. No matter how well you shaved today, you have to do it again tomorrow.” – Reed Markham, educator and author of “Happy Father’s Day: Great Thoughts for Great Fathers”.     Father’s Day is celebrated on the third Sunday in June to recognize the contributions that fathers and father figures…

Beyond Your Finances

Happy Mother’s Day

    Celebrated on the 2nd Sunday in May, Mother’s Day is this Sunday, May 13th, 2018.  In honor of mothers everywhere, we urge everyone to celebrate this important holiday for our givers of life, not only this weekend, but throughout the year by recognizing the strength, patience, and nurturing guidance only a mother has.…

Market Commentary

Viewpoints: March 2018

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  Celebrate Good Times:  On March 9, 2018, the bull…

Market Commentary

Viewpoints: December 2017

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  Dow Milestones:  As of the December 19th close,…

Market Commentary

Viewpoints: October 2017

Economic and Investment News Bits Last Quarter of the Year: Since 1992, the S&P 500 has gained an average of +4.9% over the final 3 months of the year, with 20 of the last 25 fourth quarters producing positive returns. Since 2003, the S&P 500 has had only one down calendar year (2008). October 19th,…

Market Commentary

Viewpoints: September 2017

Economic and Investment News Bits  In the last 50 years, the S&P 500 has experienced declines of at least 10% on 25 occasions, roughly every 24 months on average. The most recent of the 25 declines occurred on February 11, 2016, or 19 months ago. Americans gave $390 billion to charity in 2016. Giving from…

PDS News

PDS blogified!

Welcome to our blog! Like our periodic investment publications, our blog will be authentic and written by us. Our goal is to be genuine, relevant, and succinct. We can’t say anything more, or we’d be breaking our promise.

Don’t Pay More Simply Because You Have More Money.