Wisconsin Capital Management

07/17/2026

Catch Nate Plumb tomorrow morning at 9am with Live it Up with Lee & Friends!

07/16/2026

What does a portfolio manager actually do?

It's a question we hear often—and one that Nate Plumb answers this Saturday with .acker on Live it Up with Lee & Friends on 27 at 9am.

In this episode, Nate takes viewers behind the curtain of professional portfolio management, discussing:
1. How thousands of investment opportunities are narrowed down to just a select few
2. The extensive research that goes into every investment decision
3. Why understanding inflation is essential to protecting your purchasing power
4. The disciplined process behind building long-term wealth

One of our favorite takeaways:
"A financial plan is only as strong as the investments powering it."

To learn more about us, visit https://www.wiscap.com/

Investing involves risk, including the possible loss of principal. A Roth IRA may not be appropriate for everyone. Eligibility rules and tax considerations apply. Consult with your financial and tax professionals regarding your individual situation.

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. This material is for informational purposes only and should not be construed as a solicitation or financial, legal, or tax advice. WCM's Form ADV Part 2A contains detailed information regarding operational practices, conflicts of interest, and fee structures, and is available upon request by contacting: wiscap.com, [email protected], 608-960-4616, or 8020 Excelsior Dr, Suite 402, Madison, WI 53717.

07/14/2026

What separates successful investors from everyone else? According to Thomas Plumb, it's not predicting the next hot stock—it's staying disciplined when markets become emotional. In this special episode of Beyond the Balance Sheet podcast, where inspiring personal stories meet thoughtful financial insight, hosts and Nathan Plumb turn the microphone toward the person who built Wisconsin Capital Management!

Tom reflects on more than 40 years in the investment industry, sharing the personal experiences, market lessons, and timeless principles that continue to shape his investment philosophy today.

From navigating the 1987 market crash to raising a young family while building a career, Tom offers practical wisdom about risk, patience, long-term investing, and why understanding what you own matters more than reacting to headlines.

Whether you're just beginning your financial journey or preparing for retirement, this conversation is packed with insights that extend far beyond the markets.

📺Watch the full interview: https://youtu.be/xbasxREOgZc
🎧 Listen by visiting the links below or wherever you get your podcasts.

Spotify-https://open.spotify.com/episode/4B0aCKhTxitdphGMq5Rndp?si=8713c8e9907f475a

Apple Podcasts-https://podcasts.apple.com/us/podcast/the-principles-that-never-change-40-years-of/id1896867296?i=1000776169859

iHeartRadio-https://www.iheart.com/podcast/263-wisconsin-capital-manageme-335646474/episode/the-principles-that-never-change-40-years-of-investing-with-tom-plumb-338534094

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. This material is for informational purposes only and should not be construed as a solicitation or financial, legal, or tax advice. WCM's Form ADV Part 2A contains detailed information regarding operational practices, conflicts of interest, and fee structures, and is available upon request by contacting: wiscap.com, [email protected], 608-960-4616, or 8020 Excelsior Dr, Suite 402, Madison, WI 53717.

07/10/2026

We are proud to support the Wisconsin Veterans Museum’s 22nd Annual Golf Outing on Monday 7/13 at The Oaks Golf Course!

The Wisconsin Veterans Museum Foundation provides private fundraising support for the Museum. Since 1992 the Foundation has assisted the museum staff with preserving of our veterans' stories through the development of exhibits, presentation public programs, acquisition of historic objects, and engagement in activities to advance the Museum's mission.

For information, visit: https://wisvetsmuseum.com/wisconsin-veterans-museum-foundation/

07/03/2026

As we gather with family, friends, and neighbors this weekend, we're reminded that freedom is something worth celebrating-and protecting.

For many, financial independence is part of that freedom. It's the ability to retire on your own terms, help a child through college, support the causes you care about, or simply enjoy life's moments with greater peace of mind.

While fireworks last only a few minutes, the financial decisions you make today can create opportunities that last for generations.

We hope you take time to unplug, enjoy the traditions that make this holiday special, and appreciate the people who matter most.

From all of us at Wisconsin Capital Management, we wish you and your family a safe, joyful, and meaningful 4th of July!

06/30/2026

When people think about investing, they often ask, "What stock should I buy?"

A better question might be: "Am I using the right account?"

This past Saturday, Nathan Plumb joined .acker Acker on Live it Up with Lee & Friends on WKOW 27 . He discussed why the Roth IRA remains one of the most powerful tools for long-term wealth building.

Albert Einstein reportedly called compound interest the "eighth wonder of the world." Whether or not he actually said it, the principle is undeniable: time is one of the greatest advantages an investor has!

To learn more about us, visit WisCap.com

Investing involves risk, including the possible loss of principal. A Roth IRA may not be appropriate for everyone. Eligibility rules and tax considerations apply. Consult with your financial and tax professionals regarding your individual situation.

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. This material is for informational purposes only and should not be construed as a solicitation or financial, legal, or tax advice. WCM's Form ADV Part 2A contains detailed information regarding operational practices, conflicts of interest, and fee structures, and is available upon request by contacting: wiscap.com, [email protected], 608-960-4616, or 8020 Excelsior Dr, Suite 402, Madison, WI 53717.

Nathan Plumb, the portfolio manager at Wisconsin Capital Management...

06/27/2026

Catch our very own Nate Plumb this morning on Live it Up with Lee & Friends with Lee Acker!

06/25/2026

Tune in this Saturday, June 27th at 9am, as Nathan Plumb joins .acker on Live it Up with Lee & Friends on WKOW 27!

What if one of the most POWERFUL wealth-building tools isn't a stock—but an account? In this upcoming episode, Nate explains the Roth IRA in simple, practical terms and why it can be such a valuable part of a long-term financial plan.

He also highlights what makes Wisconsin Capital Management different. Nathan shares how our hybrid approach allows us to serve investors at every stage of life—from someone opening their very first Roth IRA to families managing significant wealth.

To learn more, visit: https://www.wiscap.com/

06/22/2026

"You're in the Business, Business", Catch the latest episode of Beyond the Balance Sheet — the Wisconsin Capital Management podcast where inspiring personal stories meet thoughtful financial insight🎙️

Nathan Plumb and Aaron Carreno sat down with David Gorwitz, Attorney with Murphy Desmond S.C. for an insightful conversation on business leadership, financial growth, and navigating today's evolving economic landscape.

📺Watch the interview: https://lnkd.in/eBUVdRzJ

🔊Listen below or wherever you get your podcasts.

Spotify-https://lnkd.in/eAW77nih

Apple Podcasts-https://lnkd.in/eFBv-6Dp

iHeartRadio-https://lnkd.in/gfVn-UKb

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. This material is for informational purposes only and should not be construed as a solicitation or financial, legal, or tax advice. WCM's Form ADV Part 2A contains detailed information regarding operational practices, conflicts of interest, and fee structures, and is available upon request by contacting: wiscap.com, [email protected], 608-960-4616, or 8020 Excelsior Dr, Suite 402, Madison, WI 53717.