August Market Commentary

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  Whether you know the story as Chicken Little or Henny Penny, the plot is the same.  A chick believes the sky is falling when an acorn falls on its head and decides to tell the king.  On its journey, the chick meets other animals who believe the panicked chick and join the quest.  The… Read more »






July Market Commentary

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  At the halfway point in the year, with the exception of commodities, most asset classes have performed quite well.  International stocks have led the way with emerging markets (China, India, Brazil, etc.) increasing by almost 19% and developed markets (Europe, Canada, Japan, etc.) by almost 14%.  Domestic stocks are not far behind with 5%-9%… 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 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 »






April Market Commentary

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“Interest rates are rising! It’s time to abandon your bonds!”  This has been the popular commentary from many media outlets over the past few months.  Yes, Janet Yellen and the Federal Reserve increased the Fed Funds rate by a whopping 0.25% on December 14, 2016 and by another 0.25% on March 15, 2017.  This now… Read more »