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Beyond Your Finances

Happy Valentine’s Day

While Valentine’s Day may be considered by some to be just another “Hallmark Holiday”, it actually has its roots in historical traditions based on love and devotion.  From all of us at PDS Planning, Happy Valentine’s Day! Valentine’s Day is based on an ancient Roman pagan ritual.  Every February, the Romans celebrated the feast of…

Market Commentary

August 2018 Financial Markets Commentary

August 2018 Financial Markets Summary One of the most common ways investors differentiate stocks is based on their value or growth characteristics.  Value stocks, often times are priced lower than the broader market and pay dividends back to their shareholders.  Growth companies, on the other hand, are typically priced much higher, exhibit much higher earnings…

Market Commentary

Investment Webcast: 1st Quarter 2018

Here is the link to our First Quarter PDS Investment Webcast!  This quarterly call started with a review of asset class returns for the year.  We also discussed what has been causing the recent spike in volatility and if we expect this to subside anytime soon.  We also touched on inflation, oil, interest rates and…

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