Wisconsin Capital Management
About your host:Tom G. Plumb, CFA is the Principal of Wisconsin Capital Management, a firm he has led since its founding in January 2004. The firm traces its roots back to 1984, formerly operating as Thompson Plumb & Associates. In addition to his leadership role, he serves as a Portfolio Manager and Research Analyst, bringing over 30 years of experience in the financial industry.For two decades, he was the Lead Manager of two prominent balanced mutual funds: the Thompson Plumb Balanced Fund and the Dreyfus Premier Balanced Opportunity Fund, where he developed a reputation for disciplined investment strategy and long-term performance.He holds a Bachelor of Business Administration degree from the University of Wisconsin–Madison, is a Chartered Financial Analyst (CFA) charterholder, and an active member of the Madison Investment Management Society.Outside of finance, he is a cigar aficionado, with a refined appreciation for the world’s finest tobaccos.Hear Tom live every Tuesday at 8:05am on News-Talk 1310 WIBA or anytime on the iHeartRadio app.
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The Power of Compounding
12/30/2025
The Power of Compounding
Unlock the secret to long-term wealth: the power of compounding. In this episode of Ask the Experts, Wisconsin Capital Management explains how small, consistent investments can grow exponentially over time thanks to compounding—the cornerstone of successful, long-term investing. Whether you’re just starting out or planning for retirement, understanding compounding can help you make smarter financial decisions today that pay off for decades to come. At Wisconsin Capital Management, we believe that disciplined, research-driven strategies are the key to financial success. By focusing on long-term growth and staying patient through market cycles, you can let compounding work in your favor. In this video, you’ll learn: • What compounding is and why it matters for your wealth • How regular investing can lead to exponential growth • The benefits of starting early and staying disciplined • How to apply compounding principles to your retirement or investment plan Start harnessing the power of compounding today and take control of your financial future. Ready to grow your wealth over time? Connect with Wisconsin Capital Management to create a strategy designed for your long-term goals. Visit: Schedule a consultation and start building your future
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Balance and Sustainability
12/16/2025
Balance and Sustainability
Discover the key to achieving financial balance while building a sustainable future. In this episode of Ask the Experts, Wisconsin Capital Management explores how thoughtful investing and long-term planning can help you maintain balance in your finances while supporting sustainability—both in your portfolio and in the broader world. We share insights on aligning your financial goals with responsible investment strategies, emphasizing the importance of staying disciplined through market cycles. At Wisconsin Capital Management, we believe that sustainable investing isn’t just about returns—it’s about building wealth in a way that reflects your values and secures your future. In this video, you’ll learn: • What balance in investing truly means • How sustainable strategies can support long-term growth • Why disciplined, research-driven investing matters • How to align your portfolio with your values and goals Whether you’re planning for retirement, managing wealth, or interested in responsible investing, finding balance and sustainability in your financial strategy is key. Ready to take the next step? Connect with Wisconsin Capital Management to develop a strategy that balances growth, risk, and your personal values. Visit: Schedule a consultation to start planning your sustainable financial future
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Tidying Things Up Before the New Year
12/09/2025
Tidying Things Up Before the New Year
Start the new year with a fresh financial plan! In this episode of Ask the Experts, Wisconsin Capital Management shares practical tips for “tidying things up” before the new year—helping you review your finances, streamline your investments, and set yourself up for a successful year ahead. From optimizing retirement contributions to organizing your portfolio and planning for upcoming goals, these simple steps can make a big difference in your financial clarity and confidence. At Wisconsin Capital Management, we believe that thoughtful preparation and disciplined planning are the keys to long-term financial success. A little organization today can lead to bigger results tomorrow. In this video, you’ll learn: • How to review and organize your financial accounts • Key strategies to optimize retirement and investment planning • Tips for aligning your finances with your short- and long-term goals • Why preparing before the new year sets you up for success Whether you’re planning for retirement, managing investments, or just looking to simplify your finances, taking action now can make the year ahead smoother and more productive. Ready to start the new year strong? Connect with Wisconsin Capital Management to review your plan and set clear goals for the year. Visit: Schedule a consultation to get your finances organized today
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What Exactly is Private Equity?
12/02/2025
What Exactly is Private Equity?
Curious about private equity and how it works? In this episode of Ask the Experts, Wisconsin Capital Management breaks down What Exactly is Private Equity? We explain the fundamentals of private equity investing, how it differs from public markets, and why it can be a valuable component of a long-term investment strategy. Whether you’re an investor exploring alternatives or just looking to better understand your portfolio options, this video provides a clear, approachable overview. At Wisconsin Capital Management, we believe that understanding your investments is key to making informed, confident financial decisions. Our goal is to help you navigate complex strategies with clarity and purpose. In this video, you’ll learn: • The basics of private equity and how it works • Key differences between private and public investments • Potential benefits and considerations of private equity • How private equity can fit into a diversified, long-term portfolio Whether you’re planning for retirement, managing wealth, or exploring advanced investment strategies, understanding private equity can help you make smarter financial decisions. Ready to learn more about your investment options? Connect with Wisconsin Capital Management to see how private equity and other strategies might fit into your personalized plan. Visit: Schedule a consultation to explore your investment opportunities
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Abbott Acquires Exact Sciences What does it Mean for You?
11/25/2025
Abbott Acquires Exact Sciences What does it Mean for You?
Abbott acquires Exact Sciences—what does it mean for employees and their financial future? In this episode of Ask the Experts podcast, Wisconsin Capital Management breaks down the impact of Abbott’s acquisition of Exact Sciences on employees, including potential changes to stock options, 401(k) plans, and other financial considerations. We provide insights on how to navigate this transition, make informed decisions about your retirement accounts, and ensure your long-term financial goals stay on track. At Wisconsin Capital Management, we help employees understand complex corporate transactions and how they affect personal wealth. Our goal is to provide clarity, confidence, and actionable guidance during times of change. In this video, you’ll learn: • How the Abbott-Exact Sciences acquisition affects employees’ financial plans • Key considerations for stock options, 401(k)s, and retirement accounts • Strategies to protect and grow your wealth during corporate transitions • How disciplined planning helps you stay on track with your long-term goals Whether you’re directly impacted by this acquisition or just planning your financial future, understanding your options is essential. Want personalized guidance on your retirement and investment options? Connect with Wisconsin Capital Management to review your accounts and create a plan that works for you. Visit: Schedule a consultation to secure your financial future
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Social Security in 2026 and Beyond
11/18/2025
Social Security in 2026 and Beyond
Planning for Social Security in 2026 and beyond is more important than ever. In this episode of Ask the Experts, Wisconsin Capital Management breaks down the latest updates, trends, and strategies for maximizing your Social Security benefits. From understanding eligibility and claiming strategies to managing your retirement income, we provide practical insights to help you make confident, informed decisions for your financial future. At Wisconsin Capital Management, we believe thoughtful planning and disciplined investing are key to building a secure retirement. Staying informed about Social Security changes allows you to make smarter choices that support your long-term goals. In this video, you’ll learn: • Social Security updates for 2026 and beyond • Strategies to maximize your benefits • How Social Security fits into your overall retirement plan • Tips for managing retirement income and financial security Whether you’re nearing retirement or planning for the long term, understanding Social Security is essential to a successful financial strategy. Ready to optimize your Social Security and retirement plan? Connect with Wisconsin Capital Management to review your options and create a strategy tailored to your goals. Visit: Schedule a consultation to start planning today
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Year-End Tax Planning
11/11/2025
Year-End Tax Planning
Finish the year strong with smart tax planning! In this episode of Ask the Experts, Wisconsin Capital Management shares essential tips for year-end tax planning to help you reduce your tax liability and position your finances for success in the year ahead. From reviewing deductions and retirement contributions to evaluating investment strategies, we cover practical steps you can take now to maximize your financial outcomes. At Wisconsin Capital Management, we believe disciplined planning and proactive strategies are key to long-term financial success. A few thoughtful moves before year-end can make a significant difference for your wealth and retirement goals. In this video, you’ll learn: • Key strategies for year-end tax planning • How to optimize retirement contributions and deductions • Tips for managing investments for tax efficiency • How proactive planning can impact your long-term financial goals Whether you’re planning for retirement, managing wealth, or looking to minimize taxes, year-end planning is essential to keep your finances on track. Ready to optimize your tax strategy before the year ends? Connect with Wisconsin Capital Management to review your plan and take action today. Visit: Schedule a consultation to start your year-end planning
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Income Streams in Retirement
10/27/2025
Income Streams in Retirement
Secure your future with multiple income streams in retirement. In this episode of Ask the Experts podcast, Wisconsin Capital Management explains how creating diversified income sources can help you maintain financial stability and confidence throughout retirement. From Social Security and pensions to investments and other strategies, we break down how to plan for predictable cash flow while managing risk in an ever-changing market. At Wisconsin Capital Management, we believe that retirement planning is about more than saving—it’s about building a strategy that provides security, flexibility, and peace of mind. In this video, you’ll learn: • The importance of multiple income streams in retirement • How to balance risk and growth while generating income • Strategies for maximizing Social Security, pensions, and investments • How a disciplined, research-driven approach helps sustain your lifestyle Whether you’re nearing retirement or just starting to plan, understanding and managing your income streams is essential for long-term financial success. Ready to plan your retirement income strategy? Connect with Wisconsin Capital Management to create a personalized plan that keeps your future secure. Visit: Schedule a consultation and start planning today
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Old 401k's and the Risk of Inaction
10/21/2025
Old 401k's and the Risk of Inaction
Are you holding onto an old 401(k) and wondering what to do next? In this episode of the Ask the Experts podcast, Wisconsin Capital Management breaks down the risks of leaving an old 401(k) behind—and why a 401(k) rollover to an IRA could be one of the smartest financial moves you make. We cover everything you need to know in a clear, approachable way, including: 1. What happens when you leave a 401(k) with a former employer 2. Hidden fees and limited investment options 3. The benefits of rolling over a 401(k) into an IRA 4. How to maintain control and align your retirement strategy 5. Common mistakes to avoid when rolling over retirement accounts Whether you're changing jobs, retiring, or simply trying to get organized, this episode will help you make more informed decisions about your financial future. If you have an old 401(k), don’t let inaction cost you. Ready to take the next step? Connect with Wisconsin Capital Management today to explore your rollover options and build a strategy tailored to your goals. Visit:
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What to Know About the Government Shutdown
10/14/2025
What to Know About the Government Shutdown
In this episode of Ask the Experts with Wisconsin Capital Management, Shawn is joined by Tom and Nathan Plumb to break down one of the most closely watched forces in the economy—interest rates and the Federal Reserve. They explore how the Fed's policy decisions ripple through everything from small business loans to mortgage rates, and why understanding the relationship between short-term and long-term rates matters for everyday financial planning. The conversation covers the mechanics behind the Fed's discount rate, the federal funds rate, and the prime rate—and how they connect to the financial decisions real people face. Tom and Nathan also share a healthy dose of perspective on economic forecasting, including why the old adage "don't fight the Fed" has stood the test of time. Listeners will learn: • How the Federal Reserve sets the pulse of the U.S. economy • The difference between short-term and long-term interest rates—and why it matters • How to track mortgage rates and when refinancing makes sense • Why economic policy changes take time to show up in the real world • How Wisconsin Capital Management helps clients navigate changing rate environments as part of a broader financial plan Whether you're buying a home, running a business, or planning for retirement, understanding how interest rates work is essential to making smart financial decisions. Visit: https://www.wiscap.com/ Schedule a consultation to get started today.
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How a Financial Planner Can Help You
10/07/2025
How a Financial Planner Can Help You
What does a financial planner actually do—and how can they help you make better decisions with your money? In this episode of Ask the Experts podcast, Wisconsin Capital Management breaks down the real value of working with a financial planner. From investment guidance to life transitions, this conversation highlights how having a trusted advisor can bring clarity, confidence, and long-term direction to your financial life. We cover: 1. How a financial planner helps you organize and simplify your finances 2. The role of advice during major life transitions (career changes, retirement, etc.) 3. How to align your investments with your goals and risk tolerance 4. The difference between DIY investing and professional guidance 5. Why accountability and ongoing planning matter more than ever Whether you’re just getting started or looking for a second opinion, this episode will help you understand how a financial planner can support your full financial picture—not just your portfolio. Financial planning isn’t just about numbers—it’s about building a strategy for your life. Ready to take the next step? Wisconsin Capital Management is here to help you create a personalized plan built around your goals, timeline, and priorities. Visit: , schedule a conversation today and see what a tailored financial plan can do for you!
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The Value of a 529 Plan
09/30/2025
The Value of a 529 Plan
Planning for education costs doesn’t have to feel overwhelming—especially when you have the right strategy in place. In this episode of Ask the Experts, Wisconsin Capital Management breaks down the value of a 529 plan and how it can play a powerful role in your overall financial plan. Designed to help families save for future education expenses, 529 plans offer tax-advantaged growth and flexible use—making them a smart, long-term tool for funding college and beyond. At Wisconsin Capital Management, we believe every financial decision should connect back to your broader goals. Whether you’re planning for your child’s education, managing wealth, or preparing for retirement, having a disciplined, research-driven approach can make all the difference. In this video, you’ll learn: • What a 529 plan is and how it works • The tax advantages of saving for education • How early planning can significantly impact long-term outcomes • How a 529 plan fits into a comprehensive financial strategy Saving for education is about more than just numbers—it’s about creating opportunities for the next generation. Ready to start planning? Connect with Wisconsin Capital Management to see how a 529 plan can fit into your personalized financial strategy. Visit: Schedule a consultation to get started today
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Rate Watch: How Interest Rates Shape Your Financial Future
09/23/2025
Rate Watch: How Interest Rates Shape Your Financial Future
On this September 23rd edition of Ask the Experts with Wisconsin Capital Management, we dive into one of the most influential forces in the economy: interest rates. With the Federal Reserve announcing a quarter-point rate cut last week, we explore what this means for borrowers, savers, investors, and homeowners alike.From the Federal Funds Rate to the Prime Rate, and from short-term Treasuries to 30-year mortgages, we break down how different rates interact and why timing matters.
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From Founder to Finisher: The Exit Playbook
09/16/2025
From Founder to Finisher: The Exit Playbook
Turning your business vision into a successful exit takes planning, strategy, and the right guidance. In this episode of Ask the Experts podcast, Wisconsin Capital Management dives into From Founder to Finisher: The Exit Playbook, sharing key strategies for business owners preparing to transition or sell their business. Learn how to maximize value, manage risk, and create a plan that ensures a smooth exit while preserving your financial legacy. At Wisconsin Capital Management, we help entrepreneurs navigate every stage of the journey—from building wealth to planning an exit—so you can finish strong and secure your financial future. In this video, you’ll learn: • Key steps for planning a successful business exit • How to maximize your company’s value before selling • Strategies for tax efficiency and risk management • Why a disciplined, research-driven approach matters for business owners Whether you’re a founder looking to plan your next chapter or preparing for a sale, having a clear exit strategy is essential to protect your wealth and legacy. Ready to build your Exit Playbook? Connect with Wisconsin Capital Management to create a personalized plan tailored to your goals. Visit: Schedule a consultation and start planning your business exit today
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Navigating Your Financial Flight Plan: Retirement Readiness & Sustainable Strategies
09/09/2025
Navigating Your Financial Flight Plan: Retirement Readiness & Sustainable Strategies
Prepare for takeoff! ✈️ Navigate your financial future with confidence. In this video, Wisconsin Capital Management breaks down Navigating Your Financial Flight Plan: Retirement Readiness & Sustainable Strategies. Learn how to assess your retirement readiness, create sustainable investment strategies, and build a long-term plan that keeps your financial goals on course—no turbulence required. At Wisconsin Capital Management, we help individuals, families, and business owners design disciplined, research-driven strategies that balance growth, risk, and sustainability. Understanding where you are today is the first step toward a secure and confident retirement. In this video, you’ll learn: • How to evaluate your retirement readiness • Strategies for sustainable long-term investing • Ways to manage risk while pursuing growth • How to create a financial flight plan aligned with your life goals Whether you’re just starting your retirement journey or preparing for the final approach, having a clear financial plan ensures a smooth and secure landing. Ready to navigate your retirement with confidence? Connect with Wisconsin Capital Management to create a personalized financial flight plan today. Visit: Schedule a consultation and chart your course to financial security
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Closing the Advice Gap
08/26/2025
Closing the Advice Gap
Are you getting the guidance you need to reach your financial goals? In this episode of Ask the Experts, Wisconsin Capital Management explores Closing the Advice Gap—the difference between the financial guidance people have and the advice they truly need to achieve long-term success. We discuss why access to trusted, professional advice matters, how it can impact your wealth, and strategies for making informed financial decisions that align with your life goals. At Wisconsin Capital Management, we believe that everyone deserves clarity, confidence, and a plan they can trust. Closing the advice gap helps individuals and families take control of their financial future. In this video, you’ll learn: • What the financial advice gap is and why it exists • How professional guidance can improve financial outcomes • Strategies to bridge the gap and make informed decisions • The value of personalized, research-driven financial planning Whether you’re planning for retirement, managing investments, or building wealth for your family, having the right advice is key to long-term success. Ready to close the advice gap in your own finances? Connect with Wisconsin Capital Management to receive personalized guidance and a strategy designed for your goals. Visit: Schedule a consultation to start your financial planning journey
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Understanding the True Cost of Financial Advice: Fiduciary vs. Commission-Based Advisors
08/19/2025
Understanding the True Cost of Financial Advice: Fiduciary vs. Commission-Based Advisors
In this episode of Ask The Experts with Wisconsin Capital Management, Shawn is joined by Tom and Nate to break down the often confusing world of financial advisors and investment strategies. They explore key factors that influence investment success—like asset allocation, compounding, time, and risk vs. return—and emphasize the importance of evaluating whether your investments are delivering expected returns.The conversation dives into the differences between commission-based and fee-based advisors, hig
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Beyond the Headlines: What the New Tax Law Means for Your Portfolio
08/12/2025
Beyond the Headlines: What the New Tax Law Means for Your Portfolio
In this episode of Ask the Experts with Wisconsin Capital Management, Shawn is joined by Tom and Nathan Plumb to break down the new tax bill and what it means for individuals, business owners, and investors. They open with a snapshot of the current economic environment—including stronger-than-expected corporate earnings—before diving into the specific provisions that could have a real impact on financial planning and business investment. The conversation covers everything from permanent tax bracket changes and expanded gift tax exemptions to one of the most significant opportunities for small businesses: 100% bonus depreciation on qualified capital and R&D investments. Tom and Nathan explain what these provisions mean in practical terms and why now is the time to be talking to your advisors. Listeners will learn: • Why corporate earnings are outpacing expectations—and what that signals for the economy • How the permanent tax brackets from 2017 affect your long-term planning • What the raised gift tax exemption means for estate and wealth transfer strategies • How 100% bonus depreciation works and why it's a major opportunity for small businesses • How the SECURE Act is incentivizing small businesses to launch retirement plans for employees • Why coordinating your tax, legal, and financial advisors is critical when navigating these changes Whether you're a business owner looking to invest, an employee planning for retirement, or simply trying to understand how the new tax law affects you, this episode offers a clear, practical breakdown of what's changed and how to make the most of it. Visit: https://www.wiscap.com/ Schedule a consultation to get started today.
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Common Myths Busted with Tom Plumb of Wisconsin Capital Management
08/05/2025
Common Myths Busted with Tom Plumb of Wisconsin Capital Management
In this episode of Ask the Experts with Wisconsin Capital Management, Shawn is joined by chartered financial analyst Tom Plumb to bust some of the most common myths in investing—ones that sound reasonable on the surface but may actually be working against your long-term financial goals. Tom walks through the assumptions many investors and advisors rely on without questioning, from the idea that index funds provide true diversification to the belief that small cap stocks and international equities reliably reduce risk. He also takes a closer look at the relationship between time and returns—and why the rate of return on your investments matters just as much as how long you stay invested. Listeners will learn: • Why the S&P 500 is more concentrated than most people realize—and what that means for your portfolio • The real track record of small cap stocks, international equities, and value plays as diversification strategies • How compounding works—and why chasing better-returning assets can dramatically change your long-term outcome • Why past performance is a learning tool, not just a disclaimer • How Wisconsin Capital Management evaluates portfolios and offers a no-charge review for prospective clients If you've ever wondered whether your portfolio is actually structured to meet your goals—or just structured the way everyone else's is—this episode is worth a listen. Visit: https://www.wiscap.com/ Schedule a consultation or request your complimentary portfolio review today.
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Buckets & Balance: Asset Allocation Before and After Retirement
07/29/2025
Buckets & Balance: Asset Allocation Before and After Retirement
Are you getting the guidance you need to reach your financial goals? In this episode of Ask the Experts, Wisconsin Capital Management explores Closing the Advice Gap—the difference between the financial guidance people have and the advice they truly need to achieve long-term success. We discuss why access to trusted, professional advice matters, how it can impact your wealth, and strategies for making informed financial decisions that align with your life goals. At Wisconsin Capital Management, we believe that everyone deserves clarity, confidence, and a plan they can trust. Closing the advice gap helps individuals and families take control of their financial future. In this video, you’ll learn: • What the financial advice gap is and why it exists • How professional guidance can improve financial outcomes • Strategies to bridge the gap and make informed decisions • The value of personalized, research-driven financial planning Whether you’re planning for retirement, managing investments, or building wealth for your family, having the right advice is key to long-term success. Ready to close the advice gap in your own finances? Connect with Wisconsin Capital Management to receive personalized guidance and a strategy designed for your goals. Visit: Schedule a consultation to start your financial planning journey
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Retire with Confidence: Planning for Longevity and Lifestyle
07/22/2025
Retire with Confidence: Planning for Longevity and Lifestyle
In this episode of Ask the Experts with Wisconsin Capital Management, Shawn is joined by chartered financial analyst Tom Plumb to tackle one of the most common questions in personal finance: how do you know when you can actually afford to retire? Tom walks through the key factors that go into building a realistic retirement plan—from understanding your true expenses and life expectancy to navigating the complexities of Social Security, pensions, IRAs, and tax strategy. He also challenges the idea that a million dollars is enough, sharing recent data on what people actually consider financial security today and why the answer may surprise you. Listeners will learn: • Why the definition of "rich" has shifted—and what it means for your retirement target • How to use the four percent rule as a starting point for sustainable withdrawals • The trade-offs involved in when to start taking Social Security • Why pensions, IRAs, Roth IRAs, and 401(k)s each require their own strategy • How real estate equity may—or may not—factor into your retirement picture • Why it's never too early to start planning, and what to do first Whether you're a few years out from retirement or just starting to think about it, this episode offers a grounded, practical look at what it really takes to retire with confidence. Visit: Schedule a consultation to get started today.
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Investing with Intention: Long-Term Thinking in a Short-Term World
07/15/2025
Investing with Intention: Long-Term Thinking in a Short-Term World
In this episode of Ask the Experts with Wisconsin Capital Management, Shawn is joined by chartered financial analyst Tom Plumb to talk about something that might seem counterintuitive—why so many people feel anxious about their finances even when the stock market is hitting all-time highs. Tom breaks down the underlying concerns driving that anxiety, from housing affordability and government debt to global uncertainty, and explains why moments like this are actually the best time to make smart financial decisions—not when markets are in turmoil and emotions are running high. Listeners will learn: • Why market highs can trigger anxiety—and how to think about them clearly • The difference between investing and speculating, and why it matters for long-term wealth • How compounding works—and the three factors that determine how much it can do for you • Why timing the market doesn't work, but planning and participating does • How to evaluate a financial advisor, including whether it's appropriate to ask how they get paid • Why finding a fee-based advisor whose interests align with yours is key to building real trust Whether you're feeling uneasy about the current environment or just looking to make smarter decisions with your money, this episode offers grounded perspective and practical guidance for building financial security on your own terms. Visit: Schedule a consultation to get started today.
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Tariffs, Taxes and the B-B-B with Tom Plumb
07/08/2025
Tariffs, Taxes and the B-B-B with Tom Plumb
In this episode of Ask the Experts with Wisconsin Capital Management, Shawn is joined by chartered financial analyst Tom Plumb for a wide-ranging conversation covering the week's biggest financial news and the timeless principles behind smart investing. With the new tax bill freshly signed and earnings season kicking off, Tom breaks down what investors and business owners actually need to pay attention to—cutting through the noise to focus on what matters. He also revisits one of the most important and overlooked concepts in investing: how time works for you or against you depending on the decisions you make. Listeners will learn: • Why time is your greatest ally in long-term investing—and your enemy in day trading and options • How market expectations get "baked in" to prices and why good news doesn't always move stocks up • What the new tax bill means for depreciation, capital investment, and personal planning • How tariff uncertainty is showing up in corporate earnings and consumer behavior • Why distinguishing a fad from a real trend is one of the hardest—and most important—skills in investing • How Wisconsin Capital Management approaches research and analysis to find real, fundamental value Whether you're trying to make sense of the headlines or thinking more carefully about your own portfolio, this episode delivers the kind of clear-eyed perspective that only comes from decades of experience. Visit: Schedule a consultation to get started today.
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Getting to Know Tom Plumb with Wisconsin Capital Management
07/01/2025
Getting to Know Tom Plumb with Wisconsin Capital Management
In this episode of Ask the Experts with Wisconsin Capital Management, Shawn welcomes chartered financial analyst Tom Plumb to the program for the very first time. Tom shares the story behind Wisconsin Capital Management—from its founding in 1984 through the launch of their balanced mutual fund, the creation and sale of a trust company, and where the firm is focused today alongside his son and partner Nathan Plumb. From there, Tom breaks down the investment philosophy that has guided him through more than four decades in the markets: find well-managed, growing companies, understand why you own them, and structure a portfolio that lets you stay invested through the inevitable cycles of volatility. Listeners will learn: • What a CFA designation means—and how it differs from a certified financial planner • Why compounding and time are the true builders of long-term wealth • How to think about interest rates and what "modestly restrictive" actually means for investors • Why the financial services sector is one of Tom's highest-conviction long-term opportunities • How portfolio construction can reduce the emotional impact of market downturns • The most common mistake individual investors make—and how to avoid it Whether you're just getting to know Wisconsin Capital Management or looking for a grounded perspective on how to think about your own investments, this is a great place to start. Visit: Schedule a consultation to get started today.
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