Is It Time to Refinance? With mortgage rates the lowest they have ever been, the question of whether or not to refinance your mortgage is coming up more and more. In an article by Sarah Davis from Money Under 30, she outlines important questions to ask yourself to figure out if a refinance would be…
Viewpoints: July 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 Best Quarter for Stocks in 20+ Years: …
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…
March 2020 Financial Markets Summary Stock markets around the world were rocked during the last week of February. Prior to this past week, markets had been fairly resilient to the coronavirus concerns with the S&P 500 breaking its all-time high on February 17th. However, everything changed when a rising number of infections in Europe caused…
This is the first in a series of articles on preparing for retirement. The next few will deal with what retirement looks like – what I will do as I enter another stage of my life, Social Security planning, cash flow expectations, investments, planning for health care, eventual downsizing and/or re-locating, and other topics I…
