Bloomberg Radio: Drive To The Close

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News

Bloomberg Radio: Drive To The Close

Tom Plumb thinks there is still potential upward movement in the market. He discusses areas he sees opportunities, such as subscription-based operating systems.

2019-3Q Plumb Funds Quarterly Commentary

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Commentary

2019-3Q Plumb Funds Quarterly Commentary

The third calendar quarter of 2019 was generally positive for investors, but less so than the previous two quarters. Equity markets were mixed as the S&P 500 advanced 1.7% and the MSCI EAFE ex US index showed a decline of 2.5% for International equity markets.

Can You Compensate For Credit Risk?

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Ideas

Can You Compensate For Credit Risk?

Have you noticed that interest rates are very low and bond prices volatile?

Tom Plumb On The “New Economy”

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Ideas

Tom Plumb On The “New Economy”

Investing in the “new” economy. What’s driving the change?

Reuters: Apple Leads Wall Street Surge As U.S. Delays On Tariffs

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News

Reuters: Apple Leads Wall Street Surge As U.S. Delays On Tariffs

The delay in U.S. tariffs on Chinese products offered hope of progress in future talks between the two countries. Tom Plumb thinks a major deal is unlikely but sees potential for concessions on both sides. He thinks the market will bounce around for the remainder of the year.

The Wall Street Transcript: Finding Opportunities In Companies That Are Changing Our Lives

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News

The Wall Street Transcript: Finding Opportunities In Companies That Are Changing Our Lives

The Plumb Funds are always on the lookout for companies they believe are on “the bleeding edge of technology.” Tom Plumb shares insights and top picks with The Wall Street Transcript.

Bloomberg News: ‘Fearful’ Investors Are Reluctant To Sound All-Clear On U.S. Stocks

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News

Bloomberg News: ‘Fearful’ Investors Are Reluctant To Sound All-Clear On U.S. Stocks

Tom Plumb offers his insight as the U.S. market rebounds from recent dip. Despite volatility in the market, he believes the U.S. is still the best economy in the world and that the secular bull market will continue.

TD Ameritrade Network: Tom Plumb’s Fin Tech Pics: Visa, Discover, PayPal

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News

TD Ameritrade Network: Tom Plumb’s Fin Tech Pics: Visa, Discover, PayPal

Tom Plumb sees opportunity in a secular trend in financial transaction processing. He shares insights and stock picks on TD Ameritrade Network’s The Watch List.

TheStreet: Worried About The End Of 2019? Consider Adding These Stocks To Your Portfolio

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News

TheStreet: Worried About The End Of 2019? Consider Adding These Stocks To Your Portfolio

Tom Plumb thinks the Federal Reserve can improve their models to reflect the disruptive effect of software as a service (SaaS) and the Internet of Things (IoT). He shares insights on the financial technology sector and stock picks.

Urban Myths About Stock Market Diversification

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Ideas

Urban Myths About Stock Market Diversification

Does international diversification really reduce risk?

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.