by Plum Street Advisors | Jan 10, 2018 | Articles & White Papers
Financial Roles of a Non-Profit Board Member By David Dirks and Jamie Osborn, Plum Street Advisors LLC As a non-profit board member, you take on a wide range of oversight responsibility. Non-profit board members are expected to set and guide the mission and strategy...
by Plum Street Advisors | Jan 10, 2018 | Market Commentary
Plum Street Advisors Q4 2017 Market Commentary – January 3, 2018 The markets anticipated and then celebrated the passage of a business-friendly US tax cut during the fourth quarter. On December 20th, Congress passed a bill that dramatically cut corporate tax...
by Plum Street Advisors | Jan 10, 2018 | Quarterly Chartbooks
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q4 2017 Market Charts TABLE OF CONTENTS: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks...
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...
