Historical Stock Market Returns As we approach the halfway mark of 2020, it’s hard to believe the stock market (S&P 500) is down only 7% year to date. We saw a run of 5% through the first almost two months before entering the quickest bear market in history. From the market peak in February to…
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…
Diversification: U.S. Stocks – Large vs. Small 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…
March 2019 Financial Markets Summary March is the pinnacle of the year for basketball fans with the annual March Madness NCAA Tournament. Brackets are built, buzzer beater shots are made, Cinderella teams advance deep into the tournament and the National Champion is crowned. But how does this relate to investing and capital markets? Each…
Recently, I offered my thoughts on the first rule of Investing in a Trump World. President Trump represents different things to different people, but one thing he poses for everyone is a bit of uncertainty. No president has ever been followed (or judged) on social media like President Trump has been, or will continue to…
I was raised in a working, lower-middle class home raised by my aunt and uncle. My uncle retired as a painter from the Defense Construction Supply Center (DCSC) and my aunt was a stay-at-home domestic goddess. As a youngster growing up, I wasn’t aware that we didn’t have much. That notion was lost on me…
