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

IRS Releases Standard Mileage Rates for 2023

IRS Releases Standard Mileage Rates for 2023 Due to recent increases in the price of fuel, the IRS has increased the optional standard mileage rates for computing the deductible costs of operating an automobile for business purposes for 2023. However, the standard mileage rates for medical and moving expense purposes remain the same for 2023. […]

Open Door Policy

Open Door Policy China’s Zero-Covid policy could not last forever, but the suddenness of the reversal was unexpected. China’s doors are opened once again. The initial reaction is one of optimism for global economic growth, but hurdles remain. If we have learned anything about Covid, it is that once released, it spreads quickly. The Lunar […]

CNBC Worldwide Exchange Interview | December 20, 2022

An earnings recession still isn’t priced into the market | CNBC Worldwide Exchange Interview Phil Palumbo of Palumbo Wealth Management expects another down move in the market, but says you have to step in as a long-term investor.