June 2020 Financial Markets Summary The economic data and news continue to be overwhelming and devastating. The national unemployment rate recently soared to a post-World War II high of 14.7% and will inevitably continue to increase. Company earnings have been slashed and consumer spending has dropped at an unprecedented pace. Industrial production declined faster than…
Bear Markets & Bull Markets Rather than emotionally reacting to headlines which tend to vacillate between extremes, we feel it is important to provide unbiased, factual information to provide historical context and allow us all the mindset to make informed, rational decisions. Longest Bull, Quickest Bear We recently experienced the longest bull market in history…
January 2020 Financial Markets Summary As we turn the page to 2020, let’s pause to review this eventful past decade. Domestic stock markets performed quite well coming off the depths of the financial crisis. According to Goldman Sachs, the trailing 10-year annual return for the S&P 500 ranked in the 94th percentile of all…
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 Fast Start: A 60% U.S. stock and 40%…
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%…
Living a Rewarding Retirement: The Importance of Time It’s minus 3 degrees this morning, with a thick blanket of snow on the ground, and winds are making it feel like 20 below. There is little compelling reason for this retired guy to hustle around and get outdoors, so it’s as good a time as any…
April 2018 Financial Markets Summary Early April is a great time of the year as the seasons finally start to change, taxes are filed, April Fools jokes are played, a champion is crowned from the March Madness NCAA Tournament and the beloved Masters Tournament takes place. We turn to an unlikely place for an investing…
Here is the link to the Year-End PDS Investment Webcast! This quarterly call started with a 2017 year in review. We discussed the record returns, low volatility and potential tax reform implications. Given these record returns and lengthy bull market, does this mean a recession is just around the corner? Please click the link below…
January 2018 Financial Markets Summary 2017 was a year for the record books. Domestic stocks continued their strong performance with the Dow Jones Industrial Average breaking through its all-time high a record 70 times in 2017. The famed technology sector led the way in the U.S. with Apple, Facebook and Amazon all climbing over 48%.…
Here is the link to the 3rd Quarter PDS Investment Webcast in case you missed it today! This quarterly call started with a recap of what has taken place so far this year. We also discussed the current bull market relative to history. The main talking points centered around the Federal Reserve’s role, current stance…
30 years ago this month, investors were enjoying one of the strongest bull markets in history. The Dow was up more than 40% for the year, to a record high of around 2,750. Things began to get a bit dicey after that, with a drop of 9% over the next few weeks, followed by…
It’s a funny thing, momentum. Some investments can have absolutely no momentum at all for years, then suddenly turn around and produce some very strong performance numbers. At the same time, some other investments will have years of consistent out-performance and then, seemingly overnight, crash and burn. More often than not, these behaviors happen to…
