Wealth Investment Management Long Island | Estate Financial Planning

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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

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Insights

Trees Don’t Grow to the Sky | October 1, 2022

Trees Don’t Grow to the Sky We lead off this week with a confession. What follows is not original. We are paraphrasing a terrific report that came from the Federal Reserve earlier this month, titled “The coming long-run slowdown in corporate profit growth and stock returns”. The report very clearly highlights the longer-term impact of […]

Now Might Be a Good Time for a Roth Conversion

Now Might Be a Good Time for a Roth Conversion One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA. Converted assets are subject to federal income tax in the year of conversion, which might be a substantial […]

CNBC Worldwide Exchange Interview | September 30, 2022

Palumbo: We’re likely going to see a profits recession in this current market environment. Please Click Here to listen to today’s interview with PWM’s CEO and CIO, Philip Palumbo, as he joins CNBC’s Worldwide Exchange to discuss the current market environment and the possibility of a profits recession in the coming year. Highlights and topics of discussion […]