PDS First Quarter Investment Webcast

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Here is the link to the first quarter PDS Investment Webcast in case you missed it today!  This quarterly call was a discussion on the impact of rising interest rates and how we are currently positioning bond allocations for clients.  We also recapped the post-election bounce and current market valuations around the world.  Finally, we closed with… Read more »

Can You Count on Your State Sponsored Pension?

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If you are one of the thousands of employees that work for the state of Ohio or a teacher at a public school in Ohio, chances are you have a traditional state sponsored defined benefit pension plan.  These retirement plans require the employee put a certain % of their gross income into the plan each… Read more »

April Viewpoints

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Economic and Investment News Bits Americans will spend more than six billion hours preparing their taxes this year along with $10 billion to tax preparation firms and $2 billion on tax preparation software. In many developed democracies, the government provides “pre-filled returns” (while also having an appeals process), avoiding much of the time, money, and… Read more »

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 »