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Market Commentary

Investment Webcast: 4th Quarter 2017

Here is the link to the Year-End PDS Investment Webcast!  This quarterly call started with a 2017 year in review.  We discussed the record returns, low volatility and potential tax reform implications.  Given these record returns and lengthy bull market, does this mean a recession is just around the corner? Please click the link below…

Taxes

Tax Reform and You

Well, it’s finally here. We’ve been hearing about tax reform for a long time and now it is headed to President Trump’s desk for signature. To fully digest this new information will take months as interpretations get ironed out. Today’s commentary is designed to cover more pressing considerations as it relates to 2017 and steps…

Market Commentary

December 2017 Financial Markets Commentary

December 2017 Financial Markets Summary 2017 has been a great year so far for investors with domestic stocks gaining over 15%, developed international increasing 23% and emerging markets surging over 32%. Schwab’s Chief Global Investment Strategist Jeffrey Kleintop recently wrote the “5 Reasons for Investors to Give Thanks” during this holiday season. Stocks have been…

Market Commentary

Investment Webcast: 3rd Quarter 2017

Here is the link to the 3rd Quarter PDS Investment Webcast in case you missed it today!  This quarterly call started with a recap of what has taken place so far this year.  We also discussed the current bull market relative to history.  The main talking points centered around the Federal Reserve’s role, current stance…

Market Commentary

October 2017 Financial Markets Commentary

October 2017 Financial Markets Summary The third quarter has been far from quiet with Hurricanes Harvey and Irma, increased tensions with North Korea, the German election and the Equifax data breach.  However, global stock markets have been very resilient to these events and continue climbing higher.  International stocks led the way for the quarter with…

Market Commentary

January 2017 Financial Markets Commentary

January 2017 Financial Markets Summary As we noted in December’s Summary, 2016 was a year of surprises.  The biggest surprise for many Americans was Donald Trump’s election win.  But just what does that election really mean in terms of potential changes?  Federated Investors notes “the GOP sweep promises a lot of changes: repatriation and lower…

Market Commentary

Viewpoints: December 2016

Economic and Investment News Bits After a seven-year weak expansion, there is a major policy shift that will take pressure off the Fed and put pro-growth fiscal policy and regulatory reform in the driver’s seat. “It will take months and perhaps years for the full policy implications of the “Trump turn” to be implemented. The…

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