Expectations are Limited in 2023 with Jake Jolly | Palumbo Podcast

Expectations are Limited in 2023 with Jake Jolly | Palumbo Podcast Jake Jolly is a Senior Investment Strategist at BNY Mellon Investment Management. In this role, he is a primary contact for the firm’s largest and most complex clients, providing ongoing updates on the market outlook, investment philosophy, process, and performance across asset classes. He […]
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Nothing to See Here… Move Along…

To be honest, we’re getting pretty tired of dealing with market fireworks every time the Fed provides a hint of what they are going to do next. Traders are logically obsessed, but investors need not be dragged into this obsession. This week was a perfect example. The market twitched wildly to the perception of a […]
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Creating True Wealth with JD Frost | Palumbo Podcast

Creating True Wealth with JD Frost | Palumbo Podcast J.D. Frost is the founder and C.E.O of CROFT & FROST, a firm that transcends traditional accounting and wealth creation. With both a CPA and his MBA, J.D. advises businesses on more than just their financials; he utilizes four foundations of wealth creation to help his […]
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The Devil is in the Details

The Devil is in the Details Most of the time, taking note of headline economic data, like the number of new jobs created or the unemployment rate, is all you really need to stay abreast of what’s going on, but at economic inflection points, the data gets more muddled, and is often contradictory, at least […]
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Is There Really a Santa Claus?

Is There Really a Santa Claus? Wednesday was one of those amazing days with the S&P 500 index rising 3% for the day! The bull must be back, right? Not so fast… We’ve said this a few times in the past, but we’ll say it again. The best days in stock market history have occurred […]
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Year-End Charitable Giving

Year-End Charitable Giving With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The tax benefits associated with charitable giving could potentially enhance your ability to […]
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Economy Watch

Economy Watch Confusing data is the rule. This makes the Fed’s job especially difficult. Which data points do you believe? Better question, which data points does the Fed believe? New home sales unexpectedly rose 7.5% in October, befuddling economist who expected a decline of 5.5% for the month. While some analysts credited aggressive discounting by […]
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