Check Your Plan

Check your Plan!  If you’re on Medicare, we certainly hope you are aware that Oct. 15 through Dec. 7 is the open enrollment period for the 2025 plans. You may have ignored this in the past and simply allowed your coverage to renew, but there are some significant changes in 2025, especially for Part D […]
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Choose One

Choose One In less than 2 weeks the voting will be done and hopefully we will know who won. Of all the possible outcomes, one that is too close to call on election night is quite likely the worst possible outcome. The anarchy that could result from a contested election result could be too much […]
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Ready to Convert?

 Ready to Convert? One of the best retirement/asset transfer plans around may also be the least understood – the Roth IRA. We love our accountants, as we suspect you do, but sometimes they get too caught up in minimizing taxes today and not thinking enough about the long term. When many of us began saving […]
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One Giant Leap?

One Giant Leap? After last week’s biotech update, it only seems fair to do the same with the other half of the Palumbo Emerging Growth Portfolio. This week we provide an update on the Portfolio’s emerging technology side, which includes in AI, robotics, and Web 3.0. The comments below reference discussions with Marc Weiss, Co-Founder […]
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Bio… The Other Technology

Bio… The Other Technology As a background, earlier this year, Palumbo Wealth Management (“Palumbo”) announced the formation of our Palumbo Emerging Growth Portfolio. We built a portfolio of public companies within the emerging technology and biomedical technology sectors. Our belief is that we are at the beginning of new wave of long-term technology megatrends that […]
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Can the American Dream Be Fixed?

Can the American Dream be Fixed? Back in February of 2023, we wrote about the housing affordability problem. Unfortunately, the situation has failed to improve and we are seeing more policy prescriptions to ‘fix’ the housing market. Will they work? History suggests that they will not. Markets need to re-balance and that will take time. […]
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The Verdict

The Verdict Last week we mentioned the Wall Street adage ‘buy the rumor, sell the news’ and wondered how markets would react to the first rate cut. The answer still isn’t clear. On Wednesday, the market swung wildly right after the 50 bps rate cut was announced. That is typical right after a Fed announcement, […]
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