June Viewpoints

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  Economic and Investment News Bits The S&P 500 has had 24 record high closes YTD 2017 through Wednesday, June 14, 2017. Less than halfway through the year, it has already surpassed the total number of record closes from 2016. (Source: S&P Dow Jones Indices) One in five Americans never have a serious discussion about… Read more »

June Market Commentary

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  PDS Planning has always been a strong advocate of global diversification.  Some investors and economists began to question this philosophy when U.S. stocks outperformed virtually everything from 2013-2016.  Some even argued that you get global diversification with U.S. stocks, since their revenues are generated all over the world.  Coca-Cola, for example, is a large… Read more »

May Viewpoints

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  Economic and Investment News Bits One million more people will travel this Memorial Day weekend than last year (an increase of 2.7%). (Source: AAA) Unemployment decreased slightly to 4.4%, tying the lowest level from the last economic expansion. In the last 40 years, the only time unemployment has been lower was during the longest… Read more »

May Market Commentary

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  More uncertainty, more growth, more record highs and more risk: the reigning market theme today seemingly is one of quantity – more of virtually everything, as recently suggested by Goldman Sachs. “Investors in recent months have faced a blitz of new U.S. policy initiatives whose contours are largely unknown but reflect the power of… Read more »

PDS First Quarter Investment Webcast

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Here is the link to the first quarter PDS Investment Webcast in case you missed it today!  This quarterly call was a discussion on the impact of rising interest rates and how we are currently positioning bond allocations for clients.  We also recapped the post-election bounce and current market valuations around the world.  Finally, we closed with… Read more »