Insights

Articles & Insights

Inflation and the Case for Real Assets

December, 2016 The recent election of Donald Trump has lead to headlines predicting that inflation rates will rise (see, for example “Inflation Expections Soar…” at CNBC.com, and a column called “Donald Trump’s Win Fuels Bets on Inflation” in the Wall Street Journal). At...

A Conversation on Diversification

Investor education has improved substantially over the last two decades such that the average investor is aware in a broad sense that they want a “diversified” portfolio. They understand that being diversified reduces risk. But, that’s only scratches the surface of...

Market Commentary

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...

Q2 2019 Market Commentary

Plum Street AdvisorsQ2 2019 Market Commentary - July 8, 2019 In the second quarter, the global stock and bond markets posted another positive result.  All the broad asset classes had good returns – from US large stocks to emerging market bonds.  Even gold, which can...

Q1 2019 Market Commentary

Plum Street AdvisorsQ1 2019 Market Commentary - April 10, 2019 Early data suggests that the economy slowed markedly in the first quarter of 2019, and investors are asking whether we’ve hit a speed bump or a wall.  Moody’s Analytics expects GDP growth to only...

Chart Books

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...

Q3 2018 Market Review Chart Book

You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q3 Market Chartbook TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks...

Q2 2018 Market Review Chart Book

You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q2 2018 Chartbook TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging...