Wealth Investment Management Long Island | Estate Financial Planning

HOW WE CAN HELP YOU

A Clear Vision

A century of experience combined to embrace and manage all your financial concerns – from wealth-building to retirement and beyond. Learn more

A Disciplined Approach

Our proprietary 50+ year research study and its proven data becomes the backbone of your financial decisions. Learn more

A Secure Platform

Your wealth is protected by a world-class platform and our lawful obligation as legal fiduciaries to only offer conflict-free advice. Learn more

Insights

Something’s Got to Give | August 6, 2022

Something’s Got to Give There is an extraordinary dichotomy in market outlooks Bull Case: The growth slow-down has been priced in The consumer remains strong Labor market is still tight Inflation will recede Recession will be mild at worst, avoided at best Rates will decline soon, buy risk (stocks, bonds, RE, etc.) Bear Case: Valuations […]

Sugar High? | July 30, 2022

Sugar High? The stock market rallied as the Fed said we have reached the neutral rate. Markets are already anticipating a reversal of rate increases as stocks and bonds rallied. It’s as if the recession has been cancelled, or maybe it’s over before we knew it was here. But the Fed emphasized that it is […]

It’s Going to Be a Crash Landing | June 7, 2022

Bloomberg Interview | It’s Going to Be a Crash Landing Phil Palumbo, CEO, CIO, and Founder of Palumbo Wealth Management, joins Bloomberg to discuss the Fed’s actions, inflation and markets. Please Click Here to Listen.