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 | 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 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 | 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...
by Plum Street Advisors | Dec 31, 2024 | Market Commentary
It was an eventful news quarter – the last three months saw US elections, a narrowly averted government shutdown, two rate cuts to the short-term Fed Funds rate by the Federal Reserve, hurricane Milton, a brazen murder of the CEO of UnitedHealthcare, and an Iranian...
by Plum Street Advisors | Oct 31, 2024 | Market Commentary
Global markets continued their upward trajectory in the third quarter of 2024, as both stocks and bonds gained. In the US market, all eyes were on the Federal Reserve as they prepared to make the first cut to the federal-funds rate since 2020. The Fed’s cut, which...
