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 | 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 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 | Feb 9, 2023 | Articles & White Papers
Towards the end of 2022, Congress passed a spending bill, known as the SECURE Act 2.0, that included several new provisions that impact retirement savings. Although some of these changes were aimed at companies, many of the most significant changes affect individuals...
by Alisa Skatrud | May 16, 2022 | Articles & White Papers
In this short four-minute video, Senior Advisor Alisa Skatrud looks at past market downturns to put the current decline in context and to examine what history tells us we should expect from here.
by Plum Street Advisors | Sep 16, 2021 | Articles & White Papers
Plum Street’s observations on the tax reform proposals in Congress – September 16, 2021 President Biden campaigned on increasing taxes on people earning over $400,000 per year. In June, his administration proposed significant changes to the U.S. tax code...
