PDS Planning, Inc.

06/17/2026

Not every advisor relationship needs to end because something is wrong.

Sometimes your life simply becomes more complex. A growing portfolio, new tax considerations, retirement planning, equity compensation, business ownership, or estate planning can create needs that didn't exist a decade ago.

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

06/14/2026

Some of our longtime clients may remember Bob Cochran, one of PDS Planning's original owners. Each summer, Bob and Susan open their Beautyview Gardens to visitors during select viewing hours.

Beautyview Gardens is a registered Display Garden of the American Daylily Society and features hundreds of daylilies, hostas, native perennials, and plants that attract butterflies and hummingbirds. Visitors are welcome to stop by during scheduled open garden times throughout June and July.

Learn more: https://bit.ly/3S58gTc

06/12/2026

Higher oil and gas prices are putting inflation back in focus, while the recent SpaceX IPO serves as a reminder that periods of excitement can also bring increased volatility.

Read Drew's latest commentary for perspective on these developments and what they may mean for investors.

In the June Market Commentary from PDS Planning, portfolio manager Drew Potosky writes about the energy impact on inflation and the SpaceX IPO.

06/09/2026

A good financial plan is not meant to sit on a shelf. It should be clear, actionable, and built around your life.

When you understand the plan, it becomes easier to stay disciplined and move forward with confidence.

Let's have a conversation: pdsplanning.com/approach/

06/06/2026

Investments are only one part of the equation.

A comprehensive financial plan considers taxes, cash flow, risk, and long-term goals. When everything works together, better decisions tend to follow.

Learn more: pdsplanning.com/approach/

06/03/2026

Wealth transfer planning is about more than passing down assets. It is about preparing future generations and creating a structure that reflects your long-term goals.

For high-net-worth families, thoughtful planning can help improve tax efficiency, preserve flexibility, and support a smoother transition over time.

This article explores several strategies families may consider as part of a comprehensive estate and wealth transfer plan.

The 2026 estate tax exemption increases to $15M per individual creating new planning opportunities for high-net-worth families. Learn how to approach wealth transfer intentionally, beyond taxes.

05/30/2026

This month’s update looks at the recent market recovery, the impact of rising oil prices, and how global events continue to influence investor sentiment.

Read the latest Viewpoints for additional insights on markets, investing, and the broader economic landscape.

Welcome to our May 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.

05/28/2026

A great day away from the office with the PDS team at Retreat 21 in Marysville.

Time together like this gives us the opportunity to reflect on what matters most, recognize team members who go above and beyond, and continue strengthening the culture that supports our clients every day.

Congratulations to our SHERPA Award recipients (Joel + Rita), and thank you to the entire PDS team for your continued dedication and care.

05/26/2026

Fee structure is not just a detail. It shapes incentives, recommendations, and ultimately outcomes.

Understanding how your advisor is compensated is an important step toward making more informed financial decisions.

Learn more: pdsplanning.com/fees/

05/20/2026

When was the last time you reviewed the details?

Financial planning is not just about big decisions. It is also about keeping accounts, documents, and strategies up to date. A periodic check-in can help ensure everything is organized, aligned, and working as intended.

Taking the time to revisit the fundamentals can make future decisions easier and more confident.

Refresh your finances this spring with these PDS Planning tips on reviewing goals, savings, taxes, and your balance sheet for a stronger financial future.