Insights
Articles & Insights
Recent Changes to RMDs
Recent Changes to RMDs May 20, 2020 This post is intended to summarize some recent legislative changes that that will impact anyone taking Required Minimum Distributions (RMDs) from their IRA or 401k: RMDs from IRAs have been suspended for 2020. If you haven’t taken...
Market Recovery vs. the Headlines
Market Recovery vs. the Headlines May 12, 2020 Current headlines are announcing that the economic situation is worsening by the day (Monday, May 11th example on CNN: “The Economy is Plummeting”). On Friday, the April jobs report indicated that the coronavirus...
Recovery Periods Following Major Market Declines
Recovery Periods Following Major Market Declines March 27, 2020 Long-term investors always have eventually been rewarded for riding out the bad times, even though every bear market looks and feels a little different. In the chart below, we look at the 21 times since...
Market Commentary
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...
Q3 2022 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q3 2022 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks...
Q2 2022 Market Commentary
Plum Street Advisors 2022 Q2 Commentary Inflation has become a primary concern for US consumers. In the Boston area, where several of us at Plum Street Advisors live, the average price for a gallon of milk has gone from $3.54 in January to $4.27 in June – more than...
Chart Books
Q1 2022 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include Q1 2022 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks...
4Q21 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: 4Q21 Market ChartbookDownload TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks Emerging Markets...
3Q21 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: 3Q21 Market ChartbookDownload TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed...