Author: webmaster

Q3 2022 Quarterly Commentary

Commentary

Q3 2022 Quarterly Commentary

Post author By webmaster
Post date October 14, 2022

“History Does Not Repeat Itself, But It Rhymes” – quote attributed to Mark Twain

If everyone is thinking alike, then somebody isn’t thinking. George S. Patton

News

If everyone is thinking alike, then somebody isn’t thinking. George S. Patton

Post author By webmaster
Post date October 14, 2022

Click to view

Don’t catch a falling knife, catch a falling star

News

Don’t catch a falling knife, catch a falling star

Post author By webmaster
Post date September 16, 2022

Click to view

Is the Bear Market Bounce a start of something new?

News

Is the Bear Market Bounce a start of something new?

Post author By webmaster
Post date August 26, 2022

Click to listen

Tom’s interview on TD Ameritrade

News

Tom’s interview on TD Ameritrade

Post author By webmaster
Post date August 24, 2022

Click to view the video

Q2 2022 Quarterly Commentary

Commentary

Q2 2022 Quarterly Commentary

Post author By webmaster
Post date July 18, 2022

After a year of characterizing our rising inflation rates as “transitory” the Administration and the Federal Reserve (the Fed) indicated that their number one domestic priority was to reduce inflation towards its long-term goal of 2%.

Finding Investing Opportunities in Today’s Markets

News

Finding Investing Opportunities in Today’s Markets

Post author By webmaster
Post date June 21, 2022

Click to view

Labor intensive companies have an uphill battle to maintain margins and protect sales, says Tom

News

Labor intensive companies have an uphill battle to maintain margins and protect sales, says Tom

Post author By webmaster
Post date May 19, 2022

Click to view

Investing Amid A Market Selloff

News

Investing Amid A Market Selloff

Post author By webmaster
Post date May 17, 2022

Tom Plumb, President of Plumb Funds and Portfolio Manager of Plumb Balanced Fund, discusses markets, investing, and the economy.

On the other hand… economy and markets

News

On the other hand… economy and markets

Post author By webmaster
Post date May 4, 2022

Tom Plumb live on Bloomberg Radio.

Mutual fund investing involves risk. Principal loss is possible.

The Funds may invest in smaller companies, which involve additional risks such as limited liquidity and greater volatility. The Funds may invest in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. Growth stocks typically are more volatile than value stocks; however, value stocks have a lower expected growth rate in earnings and sales. Temporary Defensive Positions: Under adverse market conditions the Fund could invest a substantial portion of its assets in US Treasury securities and money market securities which could reduce the benefit from any upswing in the markets.

The Plumb Balanced Fund will invest in debt securities, which typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. Investment by the Fund in lower-rated and non-rated securities presents a greater risk of loss to principal and interest than higher-rated securities. Investments in Asset Backed and Mortgage Backed Securities include additional risks that investors should be aware of such as credit risk, prepayment risk, possible illiquidity and default, as well as increased susceptibility to adverse economic developments. The Fund may engage in short-term trading, which could produce higher transaction costs and taxable distributions and lower the fund’s after-tax performance.

Diversification does not assure a profit nor protect against loss in a declining market.

Investment performance reflects fee waivers. In the absence of these waivers, returns would be reduced.

Any tax or legal information provided isn’t an exhaustive interpretation of some of the current income tax regulations. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation. Neither the Fund nor any of its representatives may give legal or tax advice.

References to other mutual fund products should not be interpreted as offers of those securities.

The Funds' investment objectives, risks, charges, and expenses must be considered carefully before investing. The prospectus contains this and other information about the Funds. You may obtain a free hard-copy version by calling 1-866.987.7888 or you may download a prospectus here. Read it carefully before investing.

The Plumb Funds are distributed by Quasar Distributors, LLC.

Wisconsin Capital Management, the advisor to the funds, is a registered investment advisory firm based in Madison, Wisconsin, founded in 1984. Plumb Funds is a registered trademark of Wisconsin Capital Funds, Inc.

Q3 2022 Quarterly Commentary

If everyone is thinking alike, then somebody isn’t thinking. George S. Patton

Don’t catch a falling knife, catch a falling star

Is the Bear Market Bounce a start of something new?

Tom’s interview on TD Ameritrade

Q2 2022 Quarterly Commentary

Finding Investing Opportunities in Today’s Markets

Labor intensive companies have an uphill battle to maintain margins and protect sales, says Tom

Investing Amid A Market Selloff

On the other hand… economy and markets

Contact

Sign Up for the Plumb Line