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: https://www.wiscap.com/
Schedule a consultation to get started today.
Show Notes