Welcome to our October 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.
Market Predictions “The only function of economic forecasting is to make astrology look respectable.” – John Kenneth Galbraith, Economist The 2021 Market predictions are in, and they’re probably wrong. Every year, the top investment banks, research institutions, and market analysts make their predictions on where the S&P 500 (stock market) will close the…
Viewpoints: December 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 Covid-19 Stimulus Package: After months of gridlock,…
What is “The Market”? Volatility has played a big part of 2020 and there’s no sense it will stop anytime soon. More people are paying attention to the ebbs and flows of the stock market – whether they want to or not – thanks in large part to the news cycle. “Dow Soars 800 points…”,…
November 2020 Financial Markets Summary 2020 has been a year for the history books that we will all remember. For all that has taken place this year, we should have expected a tumultuous election season. As of early November 6th, mail-in ballots are still being counted to determine the Presidency. It appears that former vice-president…
Markets & Presidential Elections With recent volatility the past few days, and a likelihood the election results are not finalized next Tuesday night, we expect continued volatility for a period of time. This is to be expected with such unknowns floating out there as we head to the polls. Therefore, we’d like to remind…
October 2020 Financial Markets Summary Emotions are running high around the country with the upcoming election. Many are wondering how this will impact financial markets. The reality is elections come and go and things don’t tend to change too much. The status quo normally prevails. The world will continue to turn and Apple will continue…
Viewpoints: September 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 Big Money: The list of largest companies…
September 2020 Financial Markets Summary The S&P 500 Index has historically been one of the best representations of the United States stock market. This is a market capitalization weighted index of 500 large companies in the U.S. Market capitalization weighted is a technical term meaning the larger the company, the larger the respective company weighting…
August 2020 Financial Markets Summary 2020 has been a year for the record books… and it’s only August! The markets have experienced an unprecedented amount of volatility with the fastest 30% or more domestic stock market decline in history, the biggest quarterly decline in GDP since 1947 and many well-known company bankruptcies such as Hertz,…
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: …
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…
June 2020 Financial Markets Summary The economic data and news continue to be overwhelming and devastating. The national unemployment rate recently soared to a post-World War II high of 14.7% and will inevitably continue to increase. Company earnings have been slashed and consumer spending has dropped at an unprecedented pace. Industrial production declined faster than…
May 2020 Financial Markets Summary April was a strong month for markets (in fact, the best month since January 1987) as the number of new COVID-19 cases started to plateau, prospects of a potential vaccine improved and plans to reopen economies were laid out. However, we wanted to look at this through a longer-term perspective. …
April 2020 Financial Markets Summary The first quarter was a tale of two halves for both the markets and our daily lives. In the markets, the first month and a half started well with 2-5% gains across most asset classes. Investors’ biggest concerns seemed to be the trade tensions with China, slowing global growth,…
