by Jamie Osborn | Mar 17, 2020 | Articles & White Papers
Staying Invested During Times of Volatility March 16, 2020 From the peak of the market through the market’s close on Friday March 13th, the S&P 500 has fallen nearly 20%. This week it has continued to decline further. “Social Distancing,” encouraged by health...
by Jamie Osborn | Sep 10, 2018 | Articles & White Papers
When it comes to investing in bonds, most of us have two options – we can buy bond funds or we can buy individual bonds. There are advantages and disadvantages to each approach and investors should evaluate which is right for them. In my experience, however, people...
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...
