by Plum Street Advisors | Oct 31, 2017 | Articles & White Papers
At Plum Street Advisors we seek to build portfolios that will have not just strong returns, but strong returns for the amount of risk being taken. This focus on both risk and return is one of the reasons we hold an allocation to gold in our portfolios. While our...
by Plum Street Advisors | Oct 31, 2017 | Market Commentary
October 3, 2017 The third quarter marked the eighth quarterly increase in a row for the S&P 500. Volatility continues to be extremely low as markets tick up quarter after quarter. The third quarter finished strongly as the US Congress finally turned its...
by Plum Street Advisors | 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 Plum Street Advisors | 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 Plum Street Advisors | 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 Plum Street Advisors | 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 Plum Street Advisors | 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...
