Insights
Articles & Insights
Putting Market Declines in Perspective
In this short four-minute video, Senior Advisor Alisa Skatrud looks at past market downturns to put the current decline in context and to examine what history tells us we should expect from here.
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 a document...
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 would gladly invest in one now if...
Market Commentary
Q2 2024 Market Commentary
Global markets ended the second quarter mostly higher, with large US stocks gaining ground as stocks related to artificial intelligence (“AI”) rallied in the second quarter. At the same time, some other market sectors slightly retreated amid increased concern about...
Q1 2024 Market Commentary
Global stock markets continued rising in the first quarter of 2024, extending last year’s gains. The S&P 500 index of large US stocks led the way among major indexes, with a 10.6% gain for the quarter. Inflation continues to decline, albeit more slowly, and 2024...
Q4 2023 Market Commentary
Investors finished 2023 in a good mood. Inflation is down, employment is up, and corporate earnings are expected to grow strongly next year for companies in the S&P 500 Index. Concerns that seemed top of mind at the end of the third quarter, including a UAW...
Chart Books
Q4 2023 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q4 2023 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks...
Q3 2023 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q3 2023 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks...
Q2 2023 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q2 2023 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks...