Year-End Tax Planning

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 &amp; 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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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.

About your host: Tom G. Plumb, CFA is the Principal of&nbsp;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 &amp; Associates. In addition to his leadership role, he serves as a&nbsp;Portfolio Manager&nbsp;and&nbsp;Research Analyst, bringing over&nbsp;30 years of experience&nbsp;in the financial industry.For two decades, he was the&nbsp;Lead Manager&nbsp;of two prominent balanced mutual funds: the&nbsp;Thompson Plumb Balanced Fund&nbsp;and the&nbsp;Dreyfus Premier Balanced Opportunity Fund, where he developed a reputation for disciplined investment strategy and long-term performance.He holds a&nbsp;Bachelor of Business Administration&nbsp;degree from the&nbsp;University of Wisconsin–Madison, is a&nbsp;Chartered Financial Analyst (CFA)&nbsp;charterholder, and an active member of the&nbsp;Madison Investment Management Society.Outside of finance, he is a&nbsp;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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Year-End Tax Planning

Year-End Tax Planning