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Beyond Your Finances, Estate & Legacy

Spring Cleaning: Personal & Financial

  Spring Cleaning: Personal & Financial Growing up the two most detested words were when my mom would announce every April that it was time to begin our “Spring Cleaning”.  It meant endless hours of moving furniture and tearing our bedrooms apart to clean under and behind our beds and dressers, wiping down baseboards and…

Market Commentary

Viewpoints: November 2018

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 Gridlock is Good?: Over the last 80 years,…

Market Commentary

Viewpoints: January 2018

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  Record Year:  The S&P 500 Index ended 2017…

Market Commentary

Viewpoints: November 2017

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  “Black Friday”? How about “Black 2017”?:   The S&P…

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