Planning a Rewarding Retirement, Part 2: Can I Afford to Retire?

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This is the second in a series of articles on preparing for retirement, in which I consider the question we all ask:  “Can I afford to retire?”.  Future articles will deal with converting my retirement plan from one of accumulation to one of distribution, health insurance, Social Security planning, investments, eventual downsizing and/or re-locating, and… 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 »

Investing in a Trump World – Rule #3

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At PDS, we simplify things. Our objective is to make complex financial topics more approachable for our clients. No doubt the presidential election last fall made things seem more complex. Over the past few weeks, I have offered the first two rules of investing in a Trump World. The first rule told you to be… Read more »

March Viewpoints

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Economic and Investment News Bits As markets correctly anticipated, the Federal Reserve raised interest rates by 25bps. This is largely seen as a vote of confidence in the US economy, which has experienced increasing inflation and job growth. Following suit, most banks increased their prime lending rates…and may eventually increase their deposit rates.  Keep these… Read more »

Winter 2017 Newsletter

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Meet the newest addition to the PDS Family, Luca Edward Brown; Volunteers of the Year, Tom & Judy Skinner, and more in the newest edition of The Planner! 2017 PDS Planning Winter Newsletter