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Market Commentary

Viewpoints: March 2019

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 Great Start:  The S&P 500 has returned +11.5%…

Taxes

Tax Freedom Day!

Chances are, you’ve recently filed your tax return with the IRS for 2015. And the outcome is rarely one to celebrate. Either you owe the Federal, State or Local government more money, or you are getting a refund. A refund, that served as an interest free loan to that respective taxing authority. To make matters…

Don’t Pay More Simply Because You Have More Money.