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 »






Men are from Mars, Women are from Venus

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He doesn’t put the cap on the toothpaste. She doesn’t love football. He doesn’t put the toilet seat down.  She doesn’t take care of her car. He plays too much golf. She buys too many shoes. If you’ve been in a relationship, you understand. If you’re in a relationship and this doesn’t sound familiar, give… Read more »






Saving for College Continues to Get Cheaper

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This is clearly not the headline most parents see when reading up on how to save for college.  However, parents (or grandparents) looking to save for their children’s future college expenses have a great tool available to them with CollegeAdvantage, Ohio’s direct 529 plan.  These plans allow savers to invest after tax dollars into the… Read more »






PDS Post-Election Commentary

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  Yesterday’s presidential election results were a surprise for most Americans.  Virtually all pollsters had it wrong.  Just as the Brexit vote confounded the media and much of the world, Donald Trump’s upset victory over Hillary Clinton has left much of the world wondering how it happened.  For our clients, there is little point in… Read more »






PDS Planning Welcomes: Tom Ellison

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We are very pleased to announce that Tom Ellison has joined the PDS Planning team. Tom comes to us after fourteen years with Chase Bank and J.P. Morgan Private Bank, where he provided wealth management services to individuals, business owners, corporate executives, retirees, and trust clients. Tom graduated Westerville North High School, earned his Business… Read more »