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

Is the Yield Curve Signaling a Recession?

Is the Yield Curve Signaling a Recession? Long-term bonds generally provide higher yields than short-term bonds, because investors demand higher returns to compensate for the risk of lending money over a longer period. Occasionally, however, this relationship flips, and investors are willing to accept lower yields in return for the relative safety of longer-term bonds. […]

I’m Sorry, Dave. I’m Afraid I Can’t Do That

I’m Sorry, Dave. I’m Afraid I Can’t Do That Our title is the iconic line from Stanley Kubrick’s 1968 sci-fi masterpiece: “2001: A Space Odyssey”. For those who are not movie buffs, the artificial intelligence in the HAL 9000 computer goes haywire and the astronauts are forced to attempt to disconnect HAL, but HAL has […]

CNBC Worldwide Exchange Interview | February 1, 2023

Two market watchers discuss how the first Fed policy decision of 2023 will impact the markets | CNBC Worldwide Exchange Interview Palumbo Wealth Management CEO Phil Palumbo and S&P Global Ratings Chief U.S. Economist Beth Ann Bovino discuss their expectations for the Federal Reserve’s latest policy decision.