2020 Top Business Leaders Award Watch as Philip Palumbo, CEO and CIO of Palumbo Wealth Management receives an award for 2020’s Top Business Leaders. Palumbo Wealth Management (PWM) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where PWM and its representatives are properly licensed or exempt from […]
Centenarians Dilemma At PWM, we strongly prefer that all of our clients complete a retirement planning exercise so we can properly advise them in all their financial decisions. One of the key questions we need to estimate in developing the plan is how long they expect to live. The classic mistake is assuming that they […]
Bloomberg Radio Podcast Bloomberg Businessweek Editor Joel Weber and Bloomberg News Wealth Team Reporter Sophie Alexander talk about how MacKenzie Scott’s philanthropic efforts are transforming Bezos fortune. And we Drive to the Close with Philip Palumbo, CEO at Palumbo Wealth Management…Listen Palumbo Wealth Management (PWM) is a registered investment advisor. Advisory services are only […]
TD Ameritrade Interview Phil Palumbo provides his take on the most recent rally which is part of the overall economic reflation trade. He sees areas in the market that are overvalued such as certain technology growth stocks, versus cyclical value stocks in airlines. Phil also sees secular tailwinds in post Covid-19 technology names like DOCU […]
Taking Stock of 2020 There is no doubt 2020 was one for the record books and in more ways than one. We were planning this commentary several weeks ago, but the craziness continued into 2021, so we postponed the comments until this week. Surviving through 2020 required discipline because it is far too easy to […]
Are we in a Bubble, and if so, is it Ready to Pop? Over the years we have experienced some crazy weeks in financial markets. This week is one right up there with the craziest of them. The big topic with investors and non-investors alike is: ‘Are we are in a financial bubble?’. The craziness […]
Commodities – The Bull Market You Aren’t Hearing About Over the past several months, these pages have been littered with concerns about inflation re-appearing. Much like recessions and pandemics, we never really know precisely when inflation might happen. This inability to predict markets is at the heart of our investment process. The world is unpredictable, […]