Insights
Articles & Insights
ESG (Socially Responsible) Investing Goes Mainstream
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) became mainstream. The year started off with large investment firms like Blackrock and...
Estate Tax Strategies in the Shadow of the Election
Estate Tax Strategies – Looking at the Impact of the Election on Estate Tax LawOct 30, 2020 After the Tax and Jobs Act of 2017 was passed, the federal estate tax exclusion was raised to over $11 million per person (over $22 million for a married couple). For the vast...
Parsing the Policies
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 Republican control of both the House and the Senate (during which time he passed the Tax Cuts and Jobs Act). President...
Market Commentary
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...
Q3 2023 Market Commentary
At the start of the third quarter, markets continued the rebound we had seen year-to- date and broadened beyond the technology sector that had been driving the market through midyear. However, as the quarter went on, the Federal Reserve indicated in several...
Q2 2023 Market Commentary
Plum Street Advisors 2023 Q2 Commentary During the second quarter of 2023, the market continued its rebound from 2022’s declines. The foundations of the economy continued to stabilize as price and interest rate increases leveled off, while at the same time investor...
Chart Books
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...
Q1 2023 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q1 2023 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks...