Wall Street Journal: Apple Posts Record Results Even With Fewer Iphones Sold

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Wall Street Journal: Apple Posts Record Results Even With Fewer Iphones Sold

Tom Plumb comments on Apple, following the company’s recent revenue report. He says that the company needs to figure out how to get recurring revenue streams so they’re not “holding their breath on each new product launch.”

Reuters: U.S. Wage Growth, Tax-Bonuses Spark Shopping In Retail Stocks

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Reuters: U.S. Wage Growth, Tax-Bonuses Spark Shopping In Retail Stocks

With rising wages and positive effects of the corporate tax cut on retailers, Tom Plumb thinks those waiting for an increase in lower to middle-end wages will see the largest share price gains. He says that we are finally starting to see real wage growth this cycle, and it’s the lower income shopper who will be the most likely to spend it rather than invest it.

MarketWatch: Stock Market Hits Another Round Of Records

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MarketWatch: Stock Market Hits Another Round Of Records

Tom Plumb comments on the market as it hit another record. He says that we’re starting to put together the puzzle of how the tax law will impact companies across the economy. He thinks the impact will be positive.

MoneyLife: The Big Interview

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MoneyLife: The Big Interview

Tom Plumb talks about the market and Plumb Funds with Chuck Jaffe. He expects a return of volatility this year and thinks that companies with “secular tail wing” have the potential to do well.

CNBC: World Economy Still Improving, Markets Should Go Up

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CNBC: World Economy Still Improving, Markets Should Go Up

Tom Plumb thinks the world economy is still improving providing a positive environment for the market. He says that the Plumb Funds are fully invested because he thinks that we’re still in for a good economy which leads to good markets.

Bloomberg Radio: Bitcoin Impacts Visa, Digital Retail

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Bloomberg Radio: Bitcoin Impacts Visa, Digital Retail

Tom Plumb talks with Cory Johnson and Carl Massar about the Plumb Funds strategies. He shares his insight on digital currency as well as some current holdings. (The Funds do not invest in Bitcoin or digital currencies as of the date of this article.)

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.