by Plum Street Advisors | May 15, 2026 | Market Commentary
Stock markets initially got off to a good start in the first quarter of 2026, with US markets up slightly and international markets up over 10% as of the end of February. However, after the US and Israel launched attacks on Iran in the early hours of Saturday,...
by Plum Street Advisors | May 15, 2026 | Quarterly Chartbooks
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report concludes with a quarterly...
by Plum Street Advisors | Mar 26, 2026 | Articles & White Papers, Insight
by Christophe Cadiou, CPA and CFP® Retirement isn’t just about reaching a number—it’s about making sure your investments can support you for the long run. And right now, that’s more complex than it’s been in quite some time. We are in a moment of transition:...
by Plum Street Advisors | Feb 4, 2026 | Market Commentary
2025 turned out to be an excellent year for many asset classes and marked the third positive year for stocks following strong returns in 2023 and 2024. The S&P 500 index of large US stocks surged 17.9% for the year, while bonds (as measured by the Bloomberg US...
by Plum Street Advisors | Feb 4, 2026 | Quarterly Chartbooks
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: 4Q2025 Chartbook Analysis TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks Emerging Markets...
by Plum Street Advisors | Nov 24, 2025 | Articles & White Papers, Insight
by Christophe Cadiou, CPA and CFP® and Alisa Skatrud, CFA and CFP®, Senior Advisors at Plum Street Advisors Are you charitably inclined, but want to make sure you’re optimizing your donations? If so, 2025 may be a great year to act. The new tax law enacted in July...
by Plum Street Advisors | Nov 10, 2025 | Quarterly Chartbooks
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: 3Q2025 Chartbook Analysis TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks Emerging Markets...
by Plum Street Advisors | Nov 10, 2025 | Market Commentary
The US stock market roared ahead in the third quarter of 2025, fueled by increasingly enthusiastic Artificial Intelligence (AI) investment. The S&P 500 gained 8.1% for the quarter, and is now up 14.8% for the year to date. The investment in AI data centers has...
by Dhevin Nahata | Nov 6, 2025 | Articles & White Papers, ESG Insights, Insight
I. Defining ESG Investing ESG stands for Environmental, Social, and Governance, which are three key pillars used to evaluate a company’s ethical practices and long-term sustainability. Environmental criteria assess factors such as carbon emissions, resource...
by Plum Street Advisors | Jul 24, 2025 | Quarterly Chartbooks
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q2 2025 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks Emerging...
