by David Dirks | Sep 16, 2021 | Articles & White Papers
Plum Street’s observations on the tax reform proposals in Congress – September 16, 2021 President Biden campaigned on increasing taxes on people earning over $400,000 per year. In June, his administration proposed significant changes to the U.S. tax code...
by David Dirks | Jul 15, 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...
by Jamie Osborn | Jul 15, 2021 | Quarterly Chartbooks
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: 2Q21 Market ChartbookDownload TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed...
by David Dirks | Apr 27, 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...
by David Dirks | Apr 27, 2021 | Quarterly Chartbooks
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...
by David Dirks | Jan 20, 2021 | 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...
by Jamie Osborn | Jan 19, 2021 | Quarterly Chartbooks
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...
by David Dirks | Dec 9, 2020 | Articles & White Papers
A Unique Bond Idea Nobody’s Talking AboutDecember 9, 2020 In speaking with a client recently about how low interest rates have gotten, he wistfully said that while he had scoffed at CDs returning two or three percent years ago, he would gladly invest in one now if...
by David Dirks | Nov 20, 2020 | ESG Insights
ESG (Socially Responsible) Investing Goes MainstreamNovember 20, 2020 We may well look back at 2020 as the year Environmental, Social, and Governance investing (“ESG” investing) became mainstream. The year started off with large investment firms like Blackrock and...
by David Dirks | Oct 30, 2020 | Articles & White Papers
Estate Tax Strategies – Looking at the Impact of the Election on Estate Tax LawOct 30, 2020 After the Tax and Jobs Act of 2017 was passed, the federal estate tax exclusion was raised to over $11 million per person (over $22 million for a married couple). For the vast...
