The Truth is Usually in the Middle, Somewhere

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If you Google “stock market articles today”, you’ll have 114 million choices to choose from! That probably does not include all the social media platforms or the 24/7 business and financial TV channels that you can stream on the internet today. We can all agree that is a lot of information to filter. Where do… Read more »

Last Second Tax Planning Strategies

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It’s that time of year again, the time when we all work hard, get our last minute shopping done, attend countless social events and prepare ourselves for another New Year right around the corner. Before you finish up 2014 though, take a moment to consider some year-end tax planning ideas. Roth IRA Conversion It’s a… Read more »

Will it be 17 in a row?

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Historically, mid-term elections have served as reflection points for stocks. Regardless of the outcome, stocks have rallied before the election in the second half of October, and the rally has continued through the following year. The S&P has not declined after a mid-term election since 1946, and the average 12-month increase has been about 16%…. Read more »

Can I Fire my Financial Advisor?

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Let’s back up. The question you should be asking yourself is “Why would I hire a financial advisor?” Nearly every prospective client that comes into our office hears the same thing – “You are capable of doing most of the things we are about to discuss. You should know that before you consider hiring us.”… Read more »

PDS blogified!

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Welcome to our blog! Like our periodic investment publications, our blog will be authentic and written by us. Our goal is to be genuine, relevant, and succinct. We can’t say anything more, or we’d be breaking our promise.