Remembering Black Monday (1987)

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  30 years ago this month, investors were enjoying one of the strongest bull markets in history.  The Dow was up more than 40% for the year, to a record high of around 2,750.  Things began to get a bit dicey after that, with a drop of 9% over the next few weeks, followed by… Read more »

Planning a Rewarding Retirement, Part 5: Wealthy Living

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The fifth in a series of articles For me there has always been a disconnect between the concept of wealthy living and the size of a person’s bank account, retirement account, or other traditional measure of wealth.  Enjoying a wealthy life should not be determined by how much money one makes or has amassed.  Wealthy… Read more »

Spring 2017 Newsletter

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Get the latest details on our recent client workshop and upcoming summer events!  Find a link to our quarterly investment webcast from April, learn a little more about just how big Amazon really is and more.  We hope you enjoy our Spring Issue of The Planner. PDS Planning Spring Quarterly Newsletter