🛡️ SEC-Registered Investment Adviser (Est. 1984) 📍 Madison, Wisconsin 📞 608-960-4616
Media & Financial Intelligence

News & Client Commentary

Stay up to date with quarterly client commentaries, research publications, and national media coverage featuring Tom Plumb.

Latest Publications

All 2026 2025
Commentary

Q2-2026 Client Commentary

Comprehensive breakdown of macroeconomic trends, interest rate dynamics, equity valuations, and portfolio adjustments implemented across client accounts for Q2 2026.

Commentary

Q1-2026 Client Commentary

Detailed analysis of first quarter market conditions, fundamental stock selection research, risk management performance, and inflation trajectory.

Commentary

Q4-2025 Client Commentary

Year-end market perspective, fiscal policy evaluation, sector allocation strategy, and long-term capital preservation principles for 2026 and beyond.

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