PDS Planning, Inc.

10/09/2026

For Matt Zimmermann, CFP®, joining PDS Planning felt like a natural next step. After years of getting to know the firm, he found an approach to serving clients that aligned with his own.

Outside the office, Matt is a proud Cincinnati alumnus who still cheers for the Buckeyes, though watching his own kids play sports takes priority these days.

In his employee spotlight, Matt shares what brought him to PDS and a little about life with his family in Clintonville. Get to know him on our blog.

For Matt Zimmermann, CFP®, joining PDS Planning felt like a natural next step. Having worked at other fee-only financial planning firms in Columbus, he had long respected PDS’s approach to serving clients. Now, as a Financial Advisor on our team, Matt builds meaningful relationships and helps cli...

10/06/2026

Summer always seems to go a little too quickly. Before settling into fall, our team took a moment to look back at the memories made along the way.

From welcoming new family members to enjoying familiar summer traditions, we’re sharing a little of life outside the office, in our team’s own words.

Catch up with the PDS team as they share summer highlights, from family milestones and favorite traditions to adventures close to home and abroad.

10/04/2026

A few treats and a little extra love! A few PDS team members spent an afternoon volunteering at the Franklin County Dog Shelter & Adoption Center, making treats for the dogs with help from Faith, who made sure no crumbs went to waste.

Afterward, they handed out the treats and spent time giving the pups some extra attention. We’re grateful for the opportunity to support the shelter and spend an afternoon with some very deserving dogs!

10/01/2026

What are higher Treasury yields, strong bond yields and shifting stock market leadership telling investors right now?

In our September Viewpoints Drew looks at what’s happening across stocks and bonds, why diversification continues to matter, and the historical context around market volatility during midterm election years.

Welcome to our September 2026 Viewpoints, a monthly bulletin from PDS Planning to our valued clients and friends. Our goal with each issue of Viewpoints is to provide you with a wide variety of perspectives on life and wealth. Feel free to share with others.

09/29/2026

What should you really compare when choosing a financial advisor?

Fees are part of the equation, but they don’t tell the whole story. The level of planning, the team supporting you, and the firm itself matter too. Take a closer look: pdsplanning.com/comparison-chart/

09/23/2026

A lot to celebrate at PDS! We recently gathered for team lunches to celebrate Joel and Diego (Mikayla) ahead of their upcoming weddings. Congratulations to the soon-to-be newlyweds!

09/20/2026

When was the last time you calculated what you’re actually paying your financial advisor?
Enter your portfolio value, see the estimate, and compare it with PDS’s approach. pdsplanning.com/fees

09/18/2026

$30,000 raised for type 1 diabetes research.

Earlier this year, PDS team member Kyle Euton's daughter, Ruby, was diagnosed with type 1 diabetes. Last weekend, family and friends rallied around Ruby at the Breakthrough T1D Walk as Ruby's Sugar Squad, raising an incredible $30,000 for T1D research.

We were proud to support the team through a contribution from PDS Cares, along with personal donations from members of our team.

Congratulations to Ruby, Kyle, Jessie and everyone who supported Ruby's Sugar Squad. We're grateful to see our PDS community come together for a cause that has become so meaningful to one of our own.

Learn more: https://www.youtube.com/shorts/zIKDfO58Pqo

09/16/2026

September is living up to its reputation for market uncertainty.

With inflation remaining elevated, energy costs rising and expectations shifting from potential rate cuts to rate hikes, investors have plenty of headlines to follow. Our latest market commentary looks at what’s driving the change and why it doesn’t change how we approach long-term portfolios.

September's Fed meeting could bring a rate hike, not a cut. We break down what's driving the shift and what it means for bonds and portfolios.

09/14/2026

The question isn't whether your advisor is doing a good job.

The question is whether the advice you're receiving still fits where you are today.

Learn what to evaluate when determining if your current advisory relationship is still the right fit.

pdsplanning.com/a-better-fit