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Market Commentary

Viewpoints: October 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 Let’s Not Make it Two:  The S&P 500…

Beyond Your Finances

Can I Fire my Financial Advisor?

Let’s back up. The question you should be asking yourself is “Why would I hire a financial advisor?” Nearly every prospective client that comes into our office hears the same thing – “You are capable of doing most of the things we are about to discuss. You should know that before you consider hiring us.”…

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