Insights – Plum Street Advisors

Q3 2021 Market Commentary

Date12 Oct 2021

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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...

3Q21 Market Chart Book

Date12 Oct 2021

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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...

There Are Big Changes Proposed for the Tax Code… For Some People

Date16 Sep 2021

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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...

Q2 2021 Market Commentary

Date15 Jul 2021

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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...

2Q21 Market Chart Book

Date15 Jul 2021

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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...

Q1 2021 Market Commentary

Date27 Apr 2021

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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...

1Q21 Market Chart Book

Date27 Apr 2021

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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...

Q4 2020 Market Commentary

Date20 Jan 2021

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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

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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

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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

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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

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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

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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

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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

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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...