Expert market analysis, fiduciary perspective, and economic insights hosted by Wisconsin Capital Management leadership.
Join Thomas G. Plumb, CFA, and Nathan M. Plumb, CTFA, as they unpack complex market dynamics, macroeconomic trends, portfolio management principles, and estate planning considerations without the Wall Street jargon.
Wisconsin Capital Management is featured on WIBA 1310 AM radio, sharing timely market commentary and answering listener questions on wealth preservation, retirement distribution strategies, and market volatility.
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In this episode of Beyond the Balance Sheet, hosts Aaron Carreño and Nathan Plumb sit down with Patrick Farabaugh, founder and publisher of Our Lives magazine, to explore his remarkable journey from a...
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What does it take to lead a family business that's served Wisconsin's agricultural communities for generations? In this episode of Beyond the Balance Sheet, hosts Aaron Carreno and Nathan Plumb sit do...
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What if your greatest investment isn't your portfolio—but your health? In this episode of Beyond the Balance Sheet, hosts Aaron Carreno and Nathan Plumb welcome John Hernan, owner of Degree Wellness i...
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What does it really mean to know what you own? In this episode of Beyond the Balance Sheet, host Aaron Carreno sits down with Tom Plumb of Wisconsin Capital Management for a deeper look at one of the ...
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In this episode, Alison Kilkelly of AK Counseling, AlisonKilkelly.com, joins us for a conversation focused on leadership, professional growth, and the power of building strong relationships in busines...
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In this episode, we sit down with Dave Gorwitz for an insightful conversation on business leadership, financial growth, and navigating today's evolving economic landscape. Dave shares his perspective ...
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What separates successful investors from everyone else? According to Wisconsin Capital Management Founder and CEO Tom Plumb, it's not predicting the next hot stock—it's staying disciplined when market...
Listen Now »Wisconsin Capital Management (WCM) is a registered investment adviser. SEC registration does not imply a certain level of skill or training. Investing in securities involves risk, including the potential loss of principal; past performance guarantees no future results. WCM owns the Beyond the Balance Sheet Podcast; all podcast content is intended strictly for educational and informational use and does not constitute formal financial, investment, or legal advice.