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...
by Plum Street Advisors | Dec 16, 2016 | Articles & White Papers
December, 2016 The recent election of Donald Trump has lead to headlines predicting that inflation rates will rise (see, for example “Inflation Expections Soar…” at CNBC.com, and a column called “Donald Trump’s Win Fuels Bets on Inflation” in the Wall Street Journal). At...
by Jamie Osborn | Nov 1, 2016 | Articles & White Papers
Investor education has improved substantially over the last two decades such that the average investor is aware in a broad sense that they want a “diversified” portfolio. They understand that being diversified reduces risk. But, that’s only scratches the surface of...
