Investment Management

Plum Street Advisors Q4 2017 Market Commentary – January 3, 2018 The markets anticipated and then celebrated the passage of a business-friendly US tax cut during the fourth quarter.  On December 20th, Congress passed a bill that dramatically cut corporate... Read More →

You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q4 2017 Market Charts TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging... Read More →

At Plum Street Advisors we seek to build portfolios that will have not just strong returns, but strong returns for the amount of risk being taken.  This focus on both risk and return is one of the reasons we hold... Read More →

October 3, 2017 The third quarter marked the eighth quarterly increase in a row for the S&P 500.  Volatility continues to be extremely low as markets tick up quarter after quarter.  The third quarter finished strongly as the US Congress... Read More →

At Plum Street Advisors, we maintain certain exposures (or “tilts”) in the portfolios we manage.  For example, we maintain a tilt towards small cap stocks that is greater than their market capitalization would suggest, because in the long run, small... Read More →

Plum Street Advisors Q2 2017 Market Commentary – July 6, 2017 So far, it has been a good year to be invested in international stocks.  Developed market stocks as measured by the EAFE index returned 6.1% for the quarter, and... Read More →

Plum Street Advisors Q1 2017 Market Commentary – April 11, 2017 Reading the headlines, one might have expected a volatile first quarter in the markets.  After all, since President Trump was inaugurated in January he has had to confront intelligence... Read More →

In the fourth quarter, the US presidential election results had a positive impact on equity markets.  Investors anticipate a more business-friendly environment under the Trump administration, including looser regulation and lower taxes.  In the short run, Trump’s policies are expected... Read More →