Insights
Articles & Insights
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...
Timing the Bond Markets – A Costly Mistake
Less than two years ago, the 10 year Treasury note yielded less than 1.5%. Now we have seen the 10 year yield reach 3%. The rate change has resulted in principal loss in bond funds for many investors because bond prices fall as rates rise, and it has raised questions...
Market Commentary
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...
Q1 2021 Market Commentary
Q1 Market Commentary - April 26, 2021 The pandemic has sparked many changes that will be long-lasting. It seems likely that we will Zoom more than we conference call from now on, we will continue to get more stuff delivered, and hopefully we’ll continue to spend more...
Q4 2020 Market Commentary
Q4 Market Commentary - January 9, 2021 If a fortune teller had predicted on New Year’s Day 2020 that in the coming year we would have the worst global pandemic since the Spanish flu of 1918, that the economy would fall sharply, and that unemployment would reach 15%,...
Chart Books
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...
Q2 2020 Market Review Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q2 2020 ChartbookDownload TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks...
Q1 2020 Market Review Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q1 2020 ChartbookDownload TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks...