Q4 2021 Quarterly Commentary

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Commentary

Q4 2021 Quarterly Commentary

The tumultuous 2021 has finally come to an end. Though the year was wracked with political infighting, pandemic closures, supply disruptions, inflation rearing its ugly head and rising interest rates, most major world stock market indices recorded meaningful advances.

Q3 2021 Quarterly Commentary

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Commentary

Q3 2021 Quarterly Commentary

The September quarter continued the uneven economic recovery in the United States and much of the world.

Q2 2021 Quarterly Commentary

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Commentary

Q2 2021 Quarterly Commentary

For the Plumb Balanced Fund (PLBBX) for the 2nd quarter ending June 30th, 2021, finished up 6.53% and beating our blended benchmark by a sizable total of 107 basis points. We feel confident in our positive progress after a poor relative first quarter.

Tom Plumb, Portfolio Manager of the Plumb Balanced Fund, discusses the latest on the markets with David Ingles and Doug Krizner on Bloomberg Daybreak Asia

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News

Tom Plumb, Portfolio Manager of the Plumb Balanced Fund, discusses the latest on the markets with David Ingles and Doug Krizner on Bloomberg Daybreak Asia

Tom Plumb, Portfolio Manager of the Plumb Balanced Fund, discusses the latest on the markets with David Ingles and Doug Krizner on Bloomberg Daybreak Asia.   Opinions expressed are those of the author or Plumb Funds and are subject to change, are not intended to be a forecast of future events, a guarantee of future […]

Drive to Close on Bloomberg Radio, Tom Plumb discusses the markets and investing with Carol Massar and Kriti Gupta

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News

Drive to Close on Bloomberg Radio, Tom Plumb discusses the markets and investing with Carol Massar and Kriti Gupta

Fund holdings are subject to change at any time and should not be considered a recommendation to buy or sell any security. Current and future holdings are subject to risk.

Tom Plumb interviewed by Bloomberg Radio

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News

Tom Plumb interviewed by Bloomberg Radio

“A Look At The Markets” on Thursday, Oct 28th, 2021 hosted by Paul Sweeney and Matt Miller Fund holdings are subject to change at any time and should not be considered a recommendation to buy or sell any security. Current and future holdings are subject to risk. Opinions expressed are those of the author or [...]

Tom Plumb interviewed by Oliver Renick on TD Ameritrade’s Market on Close show

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News

Tom Plumb interviewed by Oliver Renick on TD Ameritrade’s Market on Close show

Click Here to Listen Fund holdings are subject to change at any time and should not be considered a recommendation to buy or sell any security. Current and future holdings are subject to risk. Opinions expressed are those of the author or Funds and are subject to change, are not intended to be a forecast [...]

Bloomberg Radio: Tom Plumb

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News

Bloomberg Radio: Tom Plumb

Bloomberg Radio: Tom Plumb, Portfolio Manager of the Plumb Balanced Fund, discusses Federal Reserve policy, pressure on interest rates, blue chip investment opportunities, and artificial intelligence.

Money Life Interview: Tom Plumb

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Uncategorized

Money Life Interview: Tom Plumb

https://plumbfunds.com/wp-content/uploads/sites/107/2021/07/210707.mp3   Fund holdings are subject to change and should not be considered a recommendation to buy or sell any security. Opinions expressed are those of the author or Funds and are subject to change, are not intended to be a forecast of future events, a guarantee of future results, nor investment advice. Click here [...]

Tom Plumb interviewed by Oliver Renick on TD Ameritrade’s Market on Close show

Categories
News

Tom Plumb interviewed by Oliver Renick on TD Ameritrade’s Market on Close show

Listen Here. Fund holdings are subject to change at any time and should not be considered a recommendation to buy or sell any security. Current and future holdings are subject to risk. Opinions expressed are those of the author or Funds and are subject to change, are not intended to be a forecast of future [...]