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 […]
TD Ameritrade Interview Phil Palumbo provides his take on the most recent rally which is part of the overall economic reflation trade. He sees areas in the market that are overvalued such as certain technology growth stocks, versus cyclical value stocks in airlines. Phil also sees secular tailwinds in post Covid-19 technology names like DOCU […]
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Palumbo Wealth Management is a CLIENT-FIRST, private wealth management boutique firm focused on serving the financial needs of a select group of families and individuals as their personal chief financial officer (CFO). The hallmark of Palumbo Wealth Management is PARTNERING TO ACHIEVE PEACE OF MIND.