Insights
Articles & Insights
Financial Roles of a Non-Profit Board Member
Financial Roles of a Non-Profit Board Member By David Dirks and Jamie Osborn, Plum Street Advisors LLC As a non-profit board member, you take on a wide range of oversight responsibility. Non-profit board members are expected to set and guide the mission and strategy...
Gold Has Been Acting as a Great Diversifier
At Plum Street Advisors we seek to build portfolios that will have not just strong returns, but strong returns for the amount of risk being taken. This focus on both risk and return is one of the reasons we hold an allocation to gold in our portfolios. While our...
The Benefits of Value Exposure
At Plum Street Advisors, we maintain certain exposures (or “tilts”) in the portfolios we manage. For example, we maintain a tilt towards small cap stocks that is greater than their market capitalization would suggest, because in the long run, small cap tends to have...
Market Commentary
Q1 2020 Market Commentary
Q1 2020 Market Commentary - April 10, 2020 Looking back at our last quarterly report feels like reading a report from many years ago. There was no hint of COVID-19, and we had just finished a year in which the US stock market rose by 31% (as measured by the S&P...
Q4 2019 Market Commentary
Plum Street AdvisorsQ4 2019 Market Commentary - January 8, 2020 Despite several headwinds, the global markets were buoyant in 2019. US-China tariffs increased throughout the year, domestic corporate earnings leveled off, global growth is slowing, and Brexit looks...
Q3 2019 Market Commentary
Plum Street AdvisorsQ3 2019 Market Commentary - October 9, 2019 US and global GDP growth are expected to slow significantly this year. Of particular concern is the significant headwind of the ongoing trade war between the United States and China. The US and China are...
Chart Books
Q2 2019 Market Review Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q2 2019 ChartbookDownload TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks...
Q1 2019 Market Review Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q1 2019 ChartbookDownload TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks...
2018 Year-End Market Chart Book
Overview: You can download our comprehensive market review in charts and tables from the link below. Topics covered include: 2018 Year-End Market ChartbookDownload TABLE OF CONTENTS: Market SummaryWorld Asset Classes US Stocks International Developed...