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

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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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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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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.

TDAmeritrade Network: Tom Plumb Talks U.S./China Trade Update

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TDAmeritrade Network: Tom Plumb Talks U.S./China Trade Update

Factors beyond the stock market are affecting the bond market according to Tom Plumb. He sees great opportunity in the ability for investors to expand their markets around the entire world.

CNBC: Top Fund Manager Shares Stock Picks For Volatile Market

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CNBC: Top Fund Manager Shares Stock Picks For Volatile Market

Balanced investing makes sense to help offset some volatility in the market in Tom Plumb’s opinion. He tries to participate in the long-term nature of the stock market but moderate with bonds to offset significant downdrafts.

Reuters: Apple Optimistic As Accessories, IPhone Price Cuts Help China Sales

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Reuters: Apple Optimistic As Accessories, IPhone Price Cuts Help China Sales

As a shareholder, Tom Plumb comments on recent Apple activity. He’s optimistic based on the company’s quarter-end performance.

Kiplinger: How To Break Up With Your Stock

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Kiplinger: How To Break Up With Your Stock

Tom Plumb believes in setting a limit to how much of a stock can be held in the portfolios he manages at Plumb Funds. He suggests trimming back a stock that is more than 15% of your holdings by rebalancing your portfolio.

Yahoo! Finance: Red Flags Of When Markets Hit “Extreme Bullish”

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Yahoo! Finance: Red Flags Of When Markets Hit “Extreme Bullish”

Tom Plumb sees plenty of opportunity in this moving market, especially in technology. He discusses a few stocks with Yahoo! Finance’s Jackie DeAngelis.

Bloomberg Radio: Drive To The Close

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Bloomberg Radio: Drive To The Close

Tom Plumb sees some big names distrupting the way we do things, especially in the tech arena. He discusses stock picks and current market conditions with Carol Massar and Jason Kelly.

Note: Tom’s segment starts at 27:19 of the podcast.

TD Ameritrade Network: Tom Plumb Discusses Longevity Of Momentum Funds

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TD Ameritrade Network: Tom Plumb Discusses Longevity Of Momentum Funds

Tom Plumb thinks momentum stocks will do well in the current “Goldilocks” economy. He shares his insight with Oliver Renik on “Market on Close.”

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.

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