Viewpoints: May 2020 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 “Expert” Predictions: At the start of 2019,…
Diversification: Stocks & Bonds In the midst of the current market turbulence, many of our clients are paying more attention to financial markets and their investment portfolios than they otherwise typically might. Rather than allowing headlines to influence our emotions, at PDS Planning we rely upon longer-term data and historical context to put the current…
March 2020 Financial Markets Summary Stock markets around the world were rocked during the last week of February. Prior to this past week, markets had been fairly resilient to the coronavirus concerns with the S&P 500 breaking its all-time high on February 17th. However, everything changed when a rising number of infections in Europe caused…
May 2019 Financial Markets Summary The Columbus Blue Jackets have been the talk of the town with their shocking sweep of the #1 seeded Tampa Bay Lightning and their current 2-1 series lead against the Boston Bruins. However, many experts discarded the Jackets late in the season as they struggled to find their rhythm…
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 Great Start: The S&P 500 has returned +11.5%…
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 500…
November 2017 Financial Markets Summary Global stock markets continue to chug along with domestic stocks up 10%-15% year-to-date, developed international up 21% and emerging markets up over 32%. Bonds have also generated positive returns, but with the expectation for steadily increasing interest rates, we thought it might be helpful to explain the Federal Reserve’s role,…
May 2017 Financial Markets Summary More uncertainty, more growth, more record highs and more risk: the reigning market theme today seemingly is one of quantity – more of virtually everything, as recently suggested by Goldman Sachs. “Investors in recent months have faced a blitz of new U.S. policy initiatives whose contours are largely unknown but…
