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
Q1 2023 Market Commentary
Plum Street Advisors 2023 Q1 Commentary The first quarter was one of those times when the newspaper headlines and the market’s returns seemed to tell two entirely different stories. Not to minimize the potential risks of the banking crisis, as we’ll discuss later in...
Q4 2022 Market Commentary
Plum Street Advisors 2022 Q4 Commentary 2022 was a dramatic year in many ways. Russia invaded Ukraine in February, the Supreme Court overturned Roe v. Wade in June, and elections in November unexpectedly led to a split Congress. The dramatic news in financial...
Q3 2022 Market Commentary
Plum Street Advisors 2022 Q3 Commentary While at first glance the third quarter brought more of the same (more inflation, more market declines, more political turmoil), some positive signs of change in these trends have emerged. US GDP is expected to get...
Chart Books
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...
Q4 2022 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q4 2022 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks...
Q2 2022 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q2 2022 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks...