PLUMB LINE INSIGHTS

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.

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

Investing in the "new" economy. What's driving the change?

Does international diversification really reduce risk? 

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.

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

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.