The Times They Are a-Changin’

The Times They Are a-Changin’ Those more familiar with the rhythms of the stock market know about sector rotation. It is simply the shift in the focus and interest of investors from one sector to another, seeking enhanced performance or mitigated downside volatility. Over the past several years there has been little rotation as index […]
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Philip Palumbo on Schwab Network: Salesforce “Nothing Broken,” Amazon Set for 2026 & Emerging Tech

Click Here to view. Philip Palumbo, Founder, CEO, and Chief Investment Officer of Palumbo Wealth Management, joins the Schwab Network to discuss his approach to long-term investing, emerging growth opportunities, and navigating market volatility in 2026. Palumbo Wealth Management (PWM) is a registered investment advisor. Advisory services are only offered to clients or prospective clients […]
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Teach Your Children Well

Teach Your Children Well Here’s a New Year’s resolution that is far easier to keep than losing 10 pounds. Consider making a commitment, or recommitting yourself, to getting your children and grandchildren on the path to long-term wealth accumulation. Compounding works, but it needs time to reap the benefits, so the sooner you start on […]
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The Times They Are a-Changin’

The Times They Are a-Changin’ It was another topsy turvy week for tech stocks. More circular financing deals (I invest in your company so you can buy my products) spooked the market once again. Worries about the development of AI are becoming the norm, not the exception and that is evident in the chart below. […]
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Are the Bond Vigilantes Dead?

Are the Bond Vigilantes Dead? With all due respect to the Oracle (ORCL) mess this week, for us, the important news was in the bond market. The Fed rate cut announced Wednesday was a foregone conclusion by the time the week began. But somewhat contrary to logic, long-term bond rates were creeping higher. Were the […]
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Getting Rich Slowly: The Power of Compounding!

Getting Rich Slowly: The Power of Compounding! Nothing could better demonstrate the power of compounding investment returns than the recent announcement by Michael and Susan Dell, donating more than $6 billion to fund $250 each for 25 million children in the US who are not beneficiaries of the $1,000 contribution to the “Trump accounts” included […]
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