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...
by David Dirks | Jan 8, 2020 | Quarterly Chartbooks
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q4 2019 ChartbookDownload TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International...
by David Dirks | Oct 9, 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...
by David Dirks | Oct 9, 2019 | Quarterly Chartbooks
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q3 2019 Chartbook TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks...
by David Dirks | Aug 30, 2019 | ESG Insights
Socially Responsible Investing – the New Wave of ESG Index Funds By David Dirks and Jamie Osborn In recent years there has been growing interest in socially responsible investing (now commonly called Environmental/ Social/ Governance, or “ESG” investing), but one of...
by David Dirks | Aug 30, 2019 | ESG Insights
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...
by David Dirks | Jul 8, 2019 | Quarterly Chartbooks
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...
