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.

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.

It had been 20 years since I last visited China, and though that trip included several major cities, this was my first visit to Shanghai.  Twenty years ago, we had a polaroid camera and opened many pleasant conversations by showing people a picture of themselves for the first time. 

Does international diversification really reduce risk? 

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

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.

Tom Plumb addresses the belief that over time value investing outperforms growth investing.

Tom Plumb discusses how technology is impacting the world we live in. Big data and the fourth industrial revolution are changing how everything is done.

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

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.

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

The first quarter of 2019 was a very good three months for both stock and bond markets with the S&P 500 Total Return Index recording its best quarter in twenty-one years, up 13.65%, the MSCI Ex USA International Index up 10.31% and the Bloomberg Barclays Intermediate Corporate Total Return Index up 3.82%.

Tom Plumb says the market is split into "haves" and "have nots"; companies with strong free cash flow and recurring revenue streams versus slow growers. He thinks the "haves" are where investors should look for opportunities.
Tom Plumb shares his thoughts on U.S.-China trade relations. He believes the U.S. still has a strong economic foundation and sees the two countries as holding up world economies.
Tom Plumb provides his insight on the secular trend of technology and digital transactions as well as a shift to bonds for returns rather than potential stability.

An old cliché is that markets go down when there are more sellers than buyers and that was definitely the case as we closed out 2018.  An old cliché is that markets go down when there are more sellers than buyers and that was definitely the case as we closed out 2018.

Commenting on the Trump-Xi trade meeting, Tom Plumb says that the best expected outcome for investors would be concrete signs of a truce and an outlined path forward that will allow for more negotiations without causing harm to financial markets and the global economy.
Tom Plumb shares his insights on payment and online companies. He likes their embedded, competitive advantage and need to innovate and grow. 

Please note: Tom Plumb's interview starts at 06:29.
Commenting on Apple's recent quarterly forecast and accounting changes, Tom Plumb says that technology companies are tending to be more conservative due to market uncertainty and concern about overall environment, tariffs, trade and the economy.
Tom Plumb comments on why he's looking at the payments sector as an alternative to FANGs. Looking for companies that have high recurring revenue and high growth, he believes the "payments space” is the place to be.

Tom Plumb is excited about the opportunities in the market and discusses where he sees potential for growth including companies focused on digitization and mobile transaction processing and innovative technology.

The third quarter of 2018 was marked with a strong domestic stock market, weak Chinese equity market and rising US interest rates. 

As investor worries continue over unresolved trade issues between the U.S. and China, Tom Plumb thinks investors should avoid emerging markets and China for a while and use market weakness as a buying opportunity.

Tom Plumb thinks that stocks benefitting from societal trends are worth considering. With the transition from cash to digital transactions, he believes processors such as Visa and Mastercard are good investments.

Tom Plumb doesn't feel that the Turkey crisis will affect world economics. He remains bullish on U.S. stocks and suggests avoiding debt-ridden emerging markets.

Tom Plumb discusses the recovery of the Turkish lira and shares his outlook for the markets.

Tom Plumb comments on Qualcomm CEO following recently thwarted deal. Plumb says he thinks Mollenkopf is in the ‘show me’ phase of his tenure.

We believe stocks are the best leading indicator for the economy, not the other way around. Valuations don’t cause or predict market corrections.

"The nice thing about a balance fund is by its constraints it prevents people from getting too excited or too negative. It works to what your particular tolerances are." Tom Plumb says of balanced fund in this article that spotlights the Plumb Balanced Fund.

Tom Plumb gravitates toward companies that are swimming with the tide of major secular trends. Today, he sees opportunity in stocks from a number of categories, from financial technology to online travel—and he’s not afraid to own debt from companies.

Despite talks of trade disputes, Tom Plumb  thinks there are some great opportunites in this investment environment, especially in technology and healthcare.

Despite surging volatility, a tumultuous six months ended 6/30/2018 and a small decline in the last week of June, US stocks, as measured by the S&P 500 total return index, showed a positive return for the quarter.

Tom Plumb sees a strong dollar and the advent of new technologies fostering greater productivity for companies and individuals in this radio interview with Bloomberg's DayBreak Asia. 

It’s about how, not where, people spend money, says fund manager Tom Plumb. Tom is fascinated by the digitization of payment systems across the globe. The Plumb Balanced Fund is unusual in that the stock portion consists of growth-style stocks.That helps to explain how the mutual fund has fared.

This spotlight on balanced funds reviewed the Plumb Balanced Fund among its peers – a category of funds that rebalance assets between stocks and bonds to a set allocation.

The recent market correction provided an opportunity to buy stocks at a discount, add to key holdings and initiate new positions. Prospective holdings in the Fund depend on worldwide trends that Tom Plumb believes will “transcend short-term ebbs and flows in the stock market.” He has found large, fast-growing companies often have the potential to withstand this kind of short-term volatility.

We are pleased to report very favorable results for the Plumb Funds for both the quarter and the calendar year. World stock markets continued their advance in the fourth quarter of 2017. 

We believe that global healthcare innovation is one area with dynamic opportunities. There has been some tremendous advancement in this field, including new drugs, therapies, early detection, treatment, medical devices, information systems, and robotics, to name just a few.

Plumb Balanced Fund Earns Five Stars; Equity Fund Earns Four Stars: “The funds have maintained a disciplined investment strategy that has served shareholders very well.”

Tom Plumb expects to see volatility in the market place, but sees potential for upside with strong economy and moderate interest rates.

As technology names continue to lead the market this year, Tom Plumb thinks that there’s not much limit to the upside potential when you have a company that can really grow and innovate.

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.)

Tom Plumb doesn’t think we’ll have big inflation problem in the next few years. He believes we're just going through some natural corrections in the market.

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.”

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.

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.

Tom Plumb expects to see volatiltiy in the marketplace, but sees potential for upside with a strong economy and moderate interest rates. 


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.

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.

Tom Plumb discusses the market, Plumb Balanced Fund strategy and a few stock picks with Carol Massar and Pimm Fox. He thinks the biggest mistake investors make is they don't stay with something...