Insights
Articles & Insights
Socially Responsible Investing – the New Wave of ESG Index Funds
Socially Responsible Investing – the New Wave of ESG Index Funds By David Dirks and Jamie Osborn In recent years there has been growing interest in socially responsible investing (now commonly called Environmental/ Social/ Governance, or “ESG” investing), but one of...
SUMMARY – Socially Responsible Investing – the New Wave of ESG Index Funds
Socially Responsible Investing – the New Wave of ESG Index Funds (A Summary – See the Full Text of the Paper on our website: plumstreetadvisors.com) By David Dirks and Jamie Osborn In recent years there has been growing interest in socially responsible investing (now...
Bond Funds or Individual Bonds?
When it comes to investing in bonds, most of us have two options – we can buy bond funds or we can buy individual bonds. There are advantages and disadvantages to each approach and investors should evaluate which is right for them. In my experience, however, people...
Market Commentary
Q4 2021 Market Commentary
Q4 Market Commentary - January 7, 2022 US stock markets had another strong year in 2021 as the economy and corporate profits continued to rebound from the Covid pandemic. US GDP is estimated to have grown over 5% year over year in 2021, and growth in corporate...
Q3 2021 Market Commentary
Q3 Market Commentary - October 5, 2021 The third quarter ended on a weak note, with the S&P 500 sliding almost 5% in September. Although 5% is a relatively small decline, it feels larger because it’s the biggest monthly decline we’ve seen since the sharp market...
Q2 2021 Market Commentary
Q2 Market Commentary - July 8, 2021 U.S. home prices have gone through the roof (pun intended). Every week we are hearing of more clients who have either sold their houses within days for prices they hadn’t dared to imagine previously, or who had to pay hundreds of...
Chart Books
1Q21 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: 1Q21 Market ChartbookDownload TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed...
2020 Year-End Market Review Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: 2020 Year-End ChartbookDownload TABLE OF CONTENTS: Market Summary World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks...
Q3 2020 Market Review Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q3 2020 ChartbookDownload TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks...