TD Ameritrade Morning Trade Live Interview | August 8, 2022

(MSFT)(AAPL)(AMZN)(META) Relying on the Big Tech Giants With the current market heavily reliant upon big tech, how and when can investors jump in. Phil Palumbo talks about how investors can take advantage of the right opportunities. Tom White then demonstrates an example trade using shares of AAPL and MSFT. Please Click Here to Listen to […]
READ POST

WARNING! Use Extreme Caution! | January 1, 2022

WARNING! Use Extreme Caution! “After two years of ‘up, up, up’ this must be a great time to be an advisor – it just doesn’t get much easier than this!” This theme was more common than expected as we exchanged holiday wishes with friends and clients. The reality is just the opposite. This environment is […]
READ POST

Can the Infrastructure Lure finally Catch Some Funding? | March 20, 2021

Can the Infrastructure Lure finally Catch Some Funding? Infrastructure should be an easy bipartisan issue. How we pay for it is a big sticking point. Getting a bill passed will not be easy. There are few issues that have been discussed as consistently as infrastructure, but with no meaningful result. Most recently, infrastructure was a […]
READ POST

MacKenzie Scott’s Giving Transforming Bezos Fortune (Podcast) | February 11, 2021

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 […]
READ POST