Our Blog

Market Commentary

Viewpoints: June 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 GE Kicked Out of Dow:  Once the world’s…

Market Commentary

Viewpoints: November 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  “Black Friday”? How about “Black 2017”?:   The S&P…

Beyond Your Finances

Your Financial Future: More Than Being Debt-Free

I was raised in a working, lower-middle class home raised by my aunt and uncle.  My uncle retired as a painter from the Defense Construction Supply Center (DCSC) and my aunt was a stay-at-home domestic goddess. As a youngster growing up, I wasn’t aware that we didn’t have much.  That notion was lost on me…

Education Planning

Tackling Student Loans

Congratulations! You (or your child) is finally getting ready to graduate from The U of __________, and are ready to enter the real world.  Fresh with ideas and enthusiasm, you land your first job and the future looks bright.  While all of this excitement has consumed your thoughts, you have something in the back of…

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