by David Dirks | Aug 12, 2017 | Articles & White Papers
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...
by David Dirks | Jul 24, 2017 | Market Commentary
Plum Street Advisors Q2 2017 Market Commentary – July 6, 2017 So far, it has been a good year to be invested in international stocks. Developed market stocks as measured by the EAFE index returned 6.1% for the quarter, and are now up 13.8% for the year to date...
by David Dirks | Apr 11, 2017 | Market Commentary
Plum Street Advisors Q1 2017 Market Commentary – April 11, 2017 Reading the headlines, one might have expected a volatile first quarter in the markets. After all, since President Trump was inaugurated in January he has had to confront intelligence...
by David Dirks | Jan 10, 2017 | Market Commentary
In the fourth quarter, the US presidential election results had a positive impact on equity markets. Investors anticipate a more business-friendly environment under the Trump administration, including looser regulation and lower taxes. In the short run, Trump’s...
by David Dirks | Dec 16, 2016 | Articles & White Papers
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...
by Jamie Osborn | Nov 1, 2016 | Articles & White Papers
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...
