Healthcare and the RFK Effect

Healthcare and the RFK Effect With the election in the rearview mirror and cabinet choices being made, we thought we’d check in with Marc Pentopouos, the stock picker for the healthcare/biotech portion of the Palumbo Emerging Growth Portfolio. Marc always has his ear to the ground and with RFK Jr. the controversial pick as Secretary […]
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Schwab Network Interview | The Biggest Concerns in Today’s Markets

Schwab Network Interview | The Biggest Concerns in Today’s Markets Listen in on my interview with Oliver Renick on Schwab Network to voice my number 1 concern. I recently shared my thoughts on one of the biggest concerns in today’s markets: rising rates on the long end of the curve. The implications for the economy, […]
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Bit-Trump

Bit-Trump Over the years, Donald Trump’s positions haven’t changed much, but one place where they have changed is crypto currencies, specifically Bitcoin. The attitude change toward cryptos has been so dramatic that Bitcoin has been one of the best performing asset since his election. The iShares Bitcoin Trust (IBIT) has risen over 30% from Monday, […]
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Bullish Post-Election; But Obstacles Remain

Bullish Post-Election; But Obstacles Remain We’ve held a positive outlook on the equity markets leading into the election, and recent developments have only strengthened our conviction. Here’s why we’re optimistic about continued growth in the U.S. Equity market: Strong Earnings Outlook: Corporate earnings for 2024 are solid, and forecasts for the remainder of this year […]
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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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