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 »

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