Planning a Rewarding Retirement, Part 1

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This is the first in a series of articles on preparing for retirement.  The next few will deal with what retirement looks like – what I will do as I enter another stage of my life, Social Security planning, cash flow expectations, investments, planning for health care, eventual downsizing and/or re-locating, and other topics I… Read more »

January Viewpoints

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Economic and Investment News Bits “The primary driver of performance for almost any asset class in 2017 will be whether the U.S. dollar rises or falls. If the dollar falls back, U.S. equities underperform, and emerging market bonds outperforms big time. If the dollar gains because of protectionism, investors should start worrying about a global… Read more »

Fall 2016 Newsletter

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Published Quarterly by PDS Planning, Inc – Fall, 2016 – Volume XIII, Number 4 In This Issue: What’s Happening at PDS – Page 2 Year-End Charitable Giving – Page 2 Avoiding Identity Theft – Page 3 It’s Not One World – Page 3 Link to Quarterly Webcast – Page 3 Stat Bank – Page 4… Read more »

January Market Commentary

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  As we noted in December’s Summary, 2016 was a year of surprises.  The biggest surprise for many Americans was Donald Trump’s election win.  But just what does that election really mean in terms of potential changes?  Federated Investors notes “the GOP sweep promises a lot of changes: repatriation and lower tax rates for businesses,… Read more »

December Viewpoints

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Economic and Investment News Bits After a seven-year weak expansion, there is a major policy shift that will take pressure off the Fed and put pro-growth fiscal policy and regulatory reform in the driver’s seat. “It will take months and perhaps years for the full policy implications of the “Trump turn” to be implemented. The… Read more »