Insights
Articles & Insights
Significant Changes to Retirement Plan Rules Take Effect Starting in 2023
Towards the end of 2022, Congress passed a spending bill, known as the SECURE Act 2.0, that included several new provisions that impact retirement savings. Although some of these changes were aimed at companies, many of the most significant changes affect individuals...
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...
Market Commentary
Q4 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...
Q3 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...
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...
Chart Books
Q3 2024 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q3 2024 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks Emerging...
Q2 2024 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q2 2024 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks Emerging...
Q1 2024 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q1 2024 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks...