Investment Management

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 →

Investor education has improved substantially over the last two decades such that the average investor is aware in a broad sense that they want a “diversified” portfolio. They understand that being diversified reduces risk. But, that’s only scratches the surface... Read More →