There is an old adage on Wall Street: the market goes up the escalator and down the elevator. Stock gains tend to be small, relatively steady things accumulating over years like we have experienced since the start of the bull market in March, 2009. Stock declines tend to be much quicker as markets respond…
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…
I’ve been officially retired for more than two years. During that time, I have been asked numerous times about when to take Social Security retirement benefits. My general response is that it pays to delay receipt of benefits to age 70. After that, there is no incentive to delay other than potential income taxes.…
February 2020 Financial Markets Summary The month of January ended on a sour note with the global stock markets pulling back from their highs by 3%-4% within the last week. Much of this was due to growing concerns around the rapidly spreading coronavirus and its potential global economic impact. Vanguard suggests that China’s prompt…
January 2020 Financial Markets Summary As we turn the page to 2020, let’s pause to review this eventful past decade. Domestic stock markets performed quite well coming off the depths of the financial crisis. According to Goldman Sachs, the trailing 10-year annual return for the S&P 500 ranked in the 94th percentile of all…
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 Ups and Downs: The S&P 500 stock index…
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,…
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 More Debt than Equity: As of 12/31/17, 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 Slingshot: The S&P 500 recently experienced its sixth market…
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 Celebrate Good Times: On March 9, 2018, the bull…
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 Delaying the Inevitable: In the 75 years from…
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…
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 Dow Milestones: As of the December 19th close,…
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…
Economic and Investment News Bits Last Quarter of the Year: Since 1992, the S&P 500 has gained an average of +4.9% over the final 3 months of the year, with 20 of the last 25 fourth quarters producing positive returns. Since 2003, the S&P 500 has had only one down calendar year (2008). October 19th,…
