Almost 3 years ago our partners made an important decision born of the desire to serve our clients free from distraction. Exercising a good bit of courage, we founded PDS Wealth Management. Recent events have me feeling especially grateful for our tight-knit group. During an uncomfortable period in our country, operations from our 3 locations […]
It’s been said that flying an airplane entails long periods of boredom punctuated by moments of sheer terror. The same could be said of investing in the stock market. Just two weeks ago investors were enjoying friendly skies. Tray tables were down, beverage service flowed and some even enjoyed a nap. That all changed with […]
In The Right Stuff, Tom Wolfe described the reassuring West Virginia drawl of Chuck Yeager, which became the model for commercial airline pilots everywhere. As a U.S. Air Force test pilot, Yeager broke the sound barrier for the first time in 1947, apparently without breaking a sweat. Today, commercial air travel has become a commodity. […]
In South Florida, “Hurricane Season” is a time of elevated apprehension. We look eastward toward Africa, wary of the formation of tropical storms which will either completely disrupt our otherwise placid existence or harmlessly pass. Something else happens a little later in the year. Those of us near retirement age realize that even though last […]
Investing based on the probabilities, not predictions. “What’s the market going to do?” “Where are interest rates going?” “Where will oil prices be a year from now?” As financial advisors, we hear these types of questions all the time. It goes with the territory. Investors want to know what the future holds so they […]
Ten days after my tenth birthday, my Father, a Navy man, gathered our family into our Pontiac station wagon and gave us a lesson in current events which I remember vividly more than fifty years hence. It was late October in 1962, and through the open windows of my grade school in South Florida that […]
It’s simple, really. Over decades we have come to understand that the addition of complicated products and strategies to an investor’s portfolio comes at a price that isn’t listed on the sticker. From time to time we are presented a product we haven’t seen by a smooth talker. “Diversification” is usually the Trojan Horse used […]
Time has flown since May of last year, when we embarked on the formation of PDS Wealth Management, LLC. Our goal was to provide un-conflicted advice based only upon our clients’ objectives, always acting in a fiduciary capacity. We are pleased to report that the response from our clients has been gratifying, and has given […]
PDS Wealth Management is registered with Hightower Securities, LLC, member FINRA and SIPC, and with Hightower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through Hightower Securities, LLC; advisory services are offered through Hightower Advisors, LLC.
This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and Hightower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of Hightower Advisors, LLC, or any of its affiliates.