Wealth Investmen 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

SNAP Judgement | May 28, 2022

SNAP Judgment After reporting slightly disappointing earnings on April 21, just over a month later, on May 23, SNAP, Inc. (owner of social media app SnapChat – ask your kids if you are not familiar) had this to say: “Since we issued guidance on April 21, 2022, the macroeconomic environment has deteriorated further and faster […]

STOP Speculating – Anchor Yourself with a Value Philosophy! | May 21, 2022

STOP Speculating – Anchor Yourself with a Value Philosophy! We have been adamant that we have been in a financial bubble for all risk assets, especially technology stocks and cryptocurrency. The evidence is right in front of our eyes, but as so often happens, we fail to recognize it. Much like other stock manias, all […]

Refinitiv Newscasts: Trading at Noon Interview | May 5, 2022

Please Click Here to listen to Philip Palumbo, Founder, CEO, and CIO of Palumbo Wealth Management as he weighs in on the NASDAQ’s performance and rising yields.