Irrational Exuberance There’s no question markets have been volatile this year. If we peel back the top layer, there are many different events we can blame it on: inflation, treasury yields, the Fed and interest rates, Covid vaccines, unemployment, even the colder than normal February. But, what if we didn’t peel back the top layer?…
March 2021 Financial Markets Summary In times like today, the ancient Greek philosopher Heraclitus’s quote, “the only constant in life is change” couldn’t ring more true. We have just gone through a year of incredible change with COVID-19 and the countless things that it impacted. As the temperatures start to warm and the seasons change,…
July 2020 Financial Markets Summary Growth vs. value, large vs. small and domestic vs. international are some of the most common ways to categorize stocks. However, James Investment Research, Inc. has recently coined a new label: reopening vs. quarantine. James suggests that in this market, there have been two type of stocks, the reopening and…
Diversification: U.S. Stocks – Growth vs. Value 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…
Here is the link to our 3rd Quarter Investment Webcast! This quarterly call started with a review of the asset class returns for the year. We focused most of the discussion on the current spike in volatility and the potential causes for this recent change. We also reviewed the historical relationship between domestic stock markets…
