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The Team at PWM has over 100 years of experience and we apply this wealth of knowledge to every action and decision we make for our clients. Below is an effort to share more of this knowledge with you.

Click on suggested topics or search for any specific information you might need. You’ll find valuable information in the form of articles, videos, white papers, podcasts and of course our weekly commentaries.

Remember, you can give us a call anytime.
We’ll be happy to provide you with whatever information you need.

Port Washington Times, October 22, 2020 | An Alert on Tax and Estate Planning

Port Washington Times If we learned one thing from the 2016 Presidential Election, it is that the only poll that matters is the one taken on Election Day…More
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MarketWatch, October 22, 2020 | Opinion: The High Yields on Municipal Bonds Are Tempting, but You Need to Be Mindful of These Hidden Risks

MarketWatch Opinion Municipal bonds have high yields, making them more attractive than U.S. Treasury bonds. But you should know the risks before investing…More
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Alex Chalekian and Phil Palumbo on Best Ways to Invest in Fintech

TD Ameritrade Interview Watch here as Philip Palumbo, CEO and CIO of Palumbo Wealth Management discusses the best ways to invest in Fintech.
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Port Washington Times, September 18, 2020 | How COVID-19 May Affect Your Bond Portfolio

Port Washington Times Many retirees position Municipal Bonds as a form of income and to balance their overall portfolio…More
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Port Washington Times, August 14, 2020 | Fight the Fear of Financial Planning

Port Washington Times COVID-19 pandemic teaches us of the need to prepare for the unexpected in our lives…More
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PLANSPONSOR, July 20, 2020 | Social Security Burdens Fall on Younger Workers

PLANSPONSOR Article As unemployment rises and employees retire sooner, experts say Social Security will be exhausted faster than predicted…More
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Phil Palumbo’s 3 Key Parts of Building A Portfolio

TD Ameritrade Interview Watch here as Philip Palumbo, CEO and CIO of Palumbo Wealth Management discusses his 3 key parts of building a portfolio.
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    Palumbo Wealth Management
    1010 Northern Blvd., Suite 310
    Great Neck, NY 11021

    (516) 629-7073
    info@palumbowm.com

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