How AI Is Transforming M&A?

In this week’s episode, Phil sits down with Andrew Aw, a seasoned finance and strategy executive turned co-founder and CFO of a venture-backed fintech startup that’s transforming the M&A world with artificial intelligence.
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Beating the Market

Beating the Market Why is beating the market such a difficult feat? If the market is the average, it would seem that being modestly above average would be more than enough to beat the market by a little, but that isn’t the case. Most managers that use the S&P 500 Index as their benchmark don’t […]
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The U.S. Labor Market at a Crossroads

The U.S. Labor Market at a Crossroads The Fed has begun easing policy with modest rate cuts—25 basis points last year and another 25 this week. While these moves can gradually lower borrowing costs and support demand, their effect on job creation is uncertain. Structural challenges, such as a growing skills gap, an aging workforce, […]
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Mixed Messages

Mixed Messages The interplay between jobs data and inflation has created a complex landscape for both stock and bond markets, with investors parsing every economic release for clues about the next move from the Federal Reserve as well as from the broader economy. For the last several years, inflation data has dominated the narrative for […]
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Palumbo Wealth Management Makes FA’s 2025 Top 50 Ranking!

Exciting News – We’ve Been Recognized as a Top 50 Fastest-Growing Firm! Dear Clients, I am extremely proud to share that our firm has been recognized as one of the Top 50 fastest-growing wealth advisory firms in the United States from Financial Advisor Magazine. Even more exciting, within that group, we ranked 10th nationwide, alongside […]
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