by Jamie Osborn | Jul 9, 2020 | Quarterly Chartbooks
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...
by David Dirks | May 29, 2020 | Articles & White Papers
Legislative Updates to Charitable Giving May 29, 2020 This post is a continuation of our series on recent legislative changes, with an update on charitable giving. There were important changes made to the tax rules on charitable gifts both in the 2017 Tax Cuts and...
by David Dirks | May 20, 2020 | Articles & White Papers
Recent Changes to RMDs May 20, 2020 This post is intended to summarize some recent legislative changes that that will impact anyone taking Required Minimum Distributions (RMDs) from their IRA or 401k: RMDs from IRAs have been suspended for 2020. If you haven’t taken...
by Jamie Osborn | May 12, 2020 | Articles & White Papers
Market Recovery vs. the Headlines May 12, 2020 Current headlines are announcing that the economic situation is worsening by the day (Monday, May 11th example on CNN: “The Economy is Plummeting”). On Friday, the April jobs report indicated that the coronavirus...
by David Dirks | Apr 10, 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...
by David Dirks | Apr 10, 2020 | Quarterly Chartbooks
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...
by Jamie Osborn | Mar 27, 2020 | Articles & White Papers
Recovery Periods Following Major Market Declines March 27, 2020 Long-term investors always have eventually been rewarded for riding out the bad times, even though every bear market looks and feels a little different. In the chart below, we look at the 21 times since...
by Jamie Osborn | Mar 17, 2020 | Articles & White Papers
Staying Invested During Times of Volatility March 16, 2020 From the peak of the market through the market’s close on Friday March 13th, the S&P 500 has fallen nearly 20%. This week it has continued to decline further. “Social Distancing,” encouraged by health...
by David Dirks | Feb 20, 2020 | ESG Insights
Plum Street AdvisorsSocially Responsible Investing Update – February 20, 2020 It’s been an active start to the year for socially responsible investing, both for us at Plum Street Advisors and across the investment management industry. In January, the CEO of...
by David Dirks | Jan 8, 2020 | 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...