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Market Commentary

Diversification: U.S. vs. International Stocks

Diversification: U.S. vs. International Stocks 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…

Market Commentary

April 2018 Financial Markets Commentary

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…

Market Commentary

June 2017 Financial Markets Commentary

June 2017 Financial Markets Summary PDS Planning has always been a strong advocate of global diversification.  Some investors and economists began to question this philosophy when U.S. stocks outperformed virtually everything from 2013-2016.  Some even argued that you get global diversification with U.S. stocks, since their revenues are generated all over the world.  Coca-Cola, for…

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