TD Ameritrade Interview With stocks just off all-time-highs and COVID-19 vaccinations continuing to be distributed to U.S. citizens, many investors are counting on an economic recovery to happen sooner rather than later. Phil Palumbo joins Tom to talk about his views on the state of the recovery, including potential impacts such as inflation and new […]
Taking Stock of 2020 There is no doubt 2020 was one for the record books and in more ways than one. We were planning this commentary several weeks ago, but the craziness continued into 2021, so we postponed the comments until this week. Surviving through 2020 required discipline because it is far too easy to […]
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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.