Welcome to our November 2024 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. By Drew Potosky, CFP® Believe it or not, International Stocks are…
Beyond Your Finances, Market Commentary
By Drew Potosky, CFP® On Interest Rates An interest rate is a percentage assigned by the lender and charged to the borrower. A simple Google search of “interest rates” mostly returns information on current mortgage rates. For many people – based on Google search results – mortgage rates are the first thought when it comes…
Beyond Your Finances, Market Commentary
What is Inflation and What are Common Responses? The news cycle can spit out new and exciting headlines faster than they can be printed resulting in some information being overlooked or missed. Financial news is no different. Even still, it comes as no surprise to many that inflation has withstood the churning and remained headline…
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. 401k Increase: The IRS increased the 2022 annual contribution limit for 401ks, 403bs, and most…
October 2021 Financial Markets Commentary Now that the first three quarters of 2021 are in the books, the holiday season will be here before you know it! If you are a last minute shopper, you may want to start the process earlier this year. Experts are warning of significant shipping delays. COVID exposed the downside…
July 2021 Financial Markets Summary The first 6 months of 2021 have fortunately been much less eventful than the first 6 month of 2020. Stock markets around the world have been performing quite well with the S&P 500 up 15%, developed international 10% and emerging markets 8.5%. The unemployment rate has dropped significantly from the…
May 2021 Financial Markets Summary Have you noticed paying a little more at the grocery, your favorite restaurant, home improvement store or at the pump lately? Many companies chose not to pass along price increases last year due to COVID-19. However, consumers are now experiencing inflation throughout many parts of the economy. At Berkshire Hathaway’s…
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,…
Viewpoints: June 2020 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 Jobs are Coming Back, Still a Long…
Viewpoints: April 2020 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 Tech Titans: The top 5 stocks in…
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 Impact of Inflation: In 1980, an adjusted gross…
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 Paycheck to Paycheck: 51% of working adults could…
Here is the link to our 2nd Quarter Investment Webcast! This quarterly call started with a review of the asset class returns so far for the year. We also discussed the large disparity between value and growth stock returns in this environment. The majority of the call was focused on the potential impact of the…
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 0% Investment “Return”: For the first time since…
June 2018 Financial Markets Summary Many investors attempt to “beat the market” by picking a handful of stocks they believe will outperform. Sometimes they can be rewarded if they happened to choose a shooting star, but they can just as easily be punished with a falling knife. For instance, Netflix, the S&P 500’s best performing…
