Q3 2021 Market Commentary
Q3 Market Commentary – October 5, 2021 The third quarter ended on a weak note, with the S&P 500 sliding almost 5% in September. Although 5% is a relatively small decline, it feels larger because it’s the biggest monthly decline... Read More →
3Q21 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Market... Read More →
There Are Big Changes Proposed for the Tax Code… For Some People
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 in... Read More →
Q2 2021 Market Commentary
Q2 Market Commentary – July 8, 2021 U.S. home prices have gone through the roof (pun intended). Every week we are hearing of more clients who have either sold their houses within days for prices they hadn’t dared to imagine... Read More →
2Q21 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Market... Read More →
Q1 2021 Market Commentary
Q1 Market Commentary – April 26, 2021 The pandemic has sparked many changes that will be long-lasting. It seems likely that we will Zoom more than we conference call from now on, we will continue to get more stuff delivered,... Read More →
1Q21 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Market... Read More →
Q4 2020 Market Commentary
Q4 Market Commentary – January 9, 2021 If a fortune teller had predicted on New Year’s Day 2020 that in the coming year we would have the worst global pandemic since the Spanish flu of 1918, that the economy would... Read More →
2020 Year-End Market Review Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: TABLE OF CONTENTS: Market Summary World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Country Performance Select Currency Performance... Read More →
A Unique Bond Idea Nobody’s Talking About
A Unique Bond Idea Nobody’s Talking AboutDecember 9, 2020 In speaking with a client recently about how low interest rates have gotten, he wistfully said that while he had scoffed at CDs returning two or three percent years ago, he... Read More →