On the other hand… economy and markets

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On the other hand… economy and markets

Tom Plumb live on Bloomberg Radio.

Tom’s Bloomberg Radio Interview

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Tom’s Bloomberg Radio Interview

Due to a technical difficulty Tom’s Bloomberg Radio Interview didn’t happen but here is what he wanted to say.

February 2022 Market Update from Tom Plumb of “The Plumb Funds”

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February 2022 Market Update from Tom Plumb of “The Plumb Funds”

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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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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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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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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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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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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.

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

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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 [...]

Tom Plumb Drive to Close on June 28, 2021

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Tom Plumb Drive to Close on June 28, 2021

Carol Massar brings together the latest news from the world of business and finance and she discussed the current market with Tom Plumb.

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.