Insights – Plum Street Advisors

Q4 2020 Market Commentary

Date20 Jan 2021

Comment0

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...

2020 Year-End Market Review Chart Book

Date19 Jan 2021

Comment0

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...

A Unique Bond Idea Nobody’s Talking About

Date09 Dec 2020

Comment0

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...

ESG (Socially Responsible) Investing Goes Mainstream

Date20 Nov 2020

Comment0

ESG (Socially Responsible) Investing Goes MainstreamNovember 20, 2020 We may well look back at 2020 as the year Environmental, Social, and Governance investing (“ESG” investing)...

Estate Tax Strategies in the Shadow of the Election

Date30 Oct 2020

Comment0

Estate Tax Strategies – Looking at the Impact of the Election on Estate Tax LawOct 30, 2020 After the Tax and Jobs Act of 2017...

Parsing the Policies

Date15 Oct 2020

Comment0

Parsing the Policies – What if One Party Sweeps the Election?Oct 15, 2020 During the first two years of President Trump’s current term, he enjoyed...

Q3 2020 Market Commentary

Date15 Oct 2020

Comment0

Q3 2020 Market Commentary – Oct 12, 2020 In many ways, this recession and the recovery to date has been the most uneven one ever...

Q3 2020 Market Review Chart Book

Date15 Oct 2020

Comment0

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...

Q2 2020 Market Commentary

Date10 Jul 2020

Comment0

Q2 2020 Market Commentary – July 8, 2020 Early on in this health crisis there was an influential paper called “The Hammer and the Dance”...

Q2 2020 Market Review Chart Book

Date09 Jul 2020

Comment0

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...

Legislative Updates to Charitable Giving

Date29 May 2020

Comment0

Legislative Updates to Charitable Giving May 29, 2020 This post is a continuation of our series on recent legislative changes, with an update on charitable...

Recent Changes to RMDs

Date20 May 2020

Comment0

Recent Changes to RMDs May 20, 2020 This post is intended to summarize some recent legislative changes that that will impact anyone taking Required Minimum...

Market Recovery vs. the Headlines

Date12 May 2020

Comment0

Market Recovery vs. the Headlines May 12, 2020 Current headlines are announcing that the economic situation is worsening by the day (Monday, May 11th example...

Q1 2020 Market Commentary

Date10 Apr 2020

Comment0

Q1 2020 Market Commentary – April 10, 2020 Looking back at our last quarterly report feels like reading a report from many years ago. There...

Q1 2020 Market Review Chart Book

Date10 Apr 2020

Comment0

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...