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...
by Plum Street Advisors | Jul 24, 2025 | Market Commentary
Overview of the Second Quarter of 2025 The volatility of market returns in the second quarter of 2025 was closely tied to the unpredictability of tariffs during the quarter. On April 2nd, President Trump announced sweeping tariffs on all countries – a day he referred...
by Plum Street Advisors | May 6, 2025 | Quarterly Chartbooks
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q1 2025 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks Emerging...
by Plum Street Advisors | Apr 8, 2025 | Market Commentary
A Note About April 2nd The events of April 2nd require some discussion before reviewing the first quarter of 2025, as the tariff announcements President Trump made on that day significantly exacerbated market concerns that were already beginning to surface in the...
