Is Your 401(k) Going Digital?

Is Your 401(k) Going Digital? It might be. The pro-crypto Trump Administration has rescinded Biden-era guidance to employers to exercise “extreme caution” when considering the addition of cryptocurrencies, including meme coins and NFTs (non-fungible tokens), within 401(k) retirement plans. Most private retirement plans are regulated by the Department of Labor and have a history of […]
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“The Big Beautiful Bill?”: A Summary

“The Big Beautiful Bill?”: A Summary We hope everyone has a nice Memorial Day weekend! In this week’s Weekly Pulse, we have published a summary of the “Big Beautiful Bill” recently passed by the House of Representatives for your review. We feel it is valuable to see a summary “without spin”, which we suspect may […]
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Deal, or No Deal?

Deal or No Deal? As far as the stock market is concerned, it is a deal, and that created a massive short squeeze that drove the stock market higher, smashing through technical resistance with the S&P 500 now trading above both the 50-day and 200-day moving averages. The uncertainty that paralyzed markets in April appears […]
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A Time for Steady Hands

A Time for Steady Hands The market volatility this week has been jarring — some of the most intense swings we’ve seen since the early days of the COVID-19 crisis. Much of it has been driven by the announcement of substantial new tariffs under what Trump has labeled “Liberation Day,” a move that is not […]
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And So It Begins (Again)

And So It Begins (Again) Trump 2.0 begins on Monday and what that will bring to financial markets remains far from clear. What we have seen thus far is that the stock market is generally positive about what is to come, and the bond market is generally negative. The things that appear most obvious are […]
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Don’t Worry, Be Happy

Don’t Worry, Be Happy Our advice before the election was “Don’t Worry, Be Happy” and now that the Trump cabinet is coming together, we still feel that is the correct advice. Many Democrats and Republicans feel like their party has left them behind, which explains the increasing number of voters choosing to register as independent. […]
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Healthcare and the RFK Effect

Healthcare and the RFK Effect With the election in the rearview mirror and cabinet choices being made, we thought we’d check in with Marc Pentopouos, the stock picker for the healthcare/biotech portion of the Palumbo Emerging Growth Portfolio. Marc always has his ear to the ground and with RFK Jr. the controversial pick as Secretary […]
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