Plum Street Advisors

As a Certified Financial Planner, I have spent the last seven years guiding clients through the challenging world of investments and financial planning decisions. I have nearly 20 years of professional experience in financial analytics and nonprofit governance most recently as a Portfolio Manager at Bingham, Osborn & Scarborough, LLC a wealth management firm based in San Francisco managing in excess of $3.5B for 900+ clients.

Topics covered include: TABLE OF CONTENTS: Market Summary World Stock. Every week we are hearing of more clients. It seems likely that we will Zoom more. Topics covered include: TABLE OF CONTENTS: Market Summary World Asset. Estate Tax Strategies - Looking at the Impact of the Election on Estate Tax LawOct 30, 2020 After the Tax and Jobs Act of 2017.

At Plum Street Advisors we build true, custom models of your financial life and base all of our investment and financial planning recommendations on projections supported by math, not based on selecting a generic "template." That takes real work-and it delivers real value to our clients.

We don't fill out a questionnaire and assign you to a generic portfolio - in fact, we don't even talk about investment strategy or "risk threshold" until we've built a comprehensive Lifetime Financial Model.Our Lifetime Financial Model is a tool that projects the rest of your life in terms of income and spending.

The only fee we charge is our annual advisory fee. Our goal is to provide advice that is free from conflicts of interest. We deliver exceptional value by having our fee low enough that you get to keep most of your investment returns and still get the professional investment management and financial guidance that delivers returns across the full spectrum of your financial life.

Our portfolios deliver exceptional value and performance by focusing on true diversification, cost management, target-based rebalancing and tax management. Investing is complicated. We focus on efficiency by reducing the costs to our clients and delivering incremental, risk-adjusted return. The goal is more money in your pocket-even after our fees-and a portfolio that won't deliver any unexpected surprises.