by Jamie Osborn | May 17, 2018 | Articles & White Papers
Less than two years ago, the 10 year Treasury note yielded less than 1.5%. Now we have seen the 10 year yield reach 3%. The rate change has resulted in principal loss in bond funds for many investors because bond prices fall as rates rise, and it has raised questions...
by Jamie Osborn | Apr 4, 2018 | Articles & White Papers
The U.S has been in a period of low rates for nearly a decade. As the economy is now approaching full employment and higher inflation, interest rates have been rising from their historic lows. As rates rise, the value of existing fixed-interest bonds falls. What...
by Plum Street Advisors | Feb 8, 2018 | Articles & White Papers
February 7, 2018 When people say “volatility is back”, what they really mean is that downside volatility is back. Most people would not have called it “volatility” if the market was up 6.1% over 2 days at the beginning of this February, instead of down. At Plum...
by Plum Street Advisors | Jan 10, 2018 | Articles & White Papers
Financial Roles of a Non-Profit Board Member By David Dirks and Jamie Osborn, Plum Street Advisors LLC As a non-profit board member, you take on a wide range of oversight responsibility. Non-profit board members are expected to set and guide the mission and strategy...
by Plum Street Advisors | Oct 31, 2017 | Articles & White Papers
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 an allocation to gold in our portfolios. While our...
by Plum Street Advisors | Aug 12, 2017 | Articles & White Papers
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 cap tends to have...
