December 2016 Market Commentary

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  2016 has been the year of surprises. Most conventional wisdom and expectations have been proven wrong. It was common knowledge that the Britain vote to leave the European Union would fail. Common knowledge was wrong. All major investment firms suggested loading up on European stocks and reducing domestic exposure. They were proven wrong. The… Read more »

Men are from Mars, Women are from Venus

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He doesn’t put the cap on the toothpaste. She doesn’t love football. He doesn’t put the toilet seat down.  She doesn’t take care of her car. He plays too much golf. She buys too many shoes. If you’ve been in a relationship, you understand. If you’re in a relationship and this doesn’t sound familiar, give… Read more »

Saving for College Continues to Get Cheaper

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This is clearly not the headline most parents see when reading up on how to save for college.  However, parents (or grandparents) looking to save for their children’s future college expenses have a great tool available to them with CollegeAdvantage, Ohio’s direct 529 plan.  These plans allow savers to invest after tax dollars into the… Read more »

November Viewpoints

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Economic and Investment News Bits A sign of things to come? Long-term U.S. government bonds, which have held their value as well as any asset class over the last three years, took a hit last week. Vanguard’s Long-Term Treasury fund lost almost 7%. The overriding factor is the incoming president’s agenda that includes significant increases… Read more »

PDS Post-Election Commentary

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  Yesterday’s presidential election results were a surprise for most Americans.  Virtually all pollsters had it wrong.  Just as the Brexit vote confounded the media and much of the world, Donald Trump’s upset victory over Hillary Clinton has left much of the world wondering how it happened.  For our clients, there is little point in… Read more »