Investing In Technology, ESG, And The Markets (Podcast) | October 6, 2021

Bloomberg Radio Podcast Philip Palumbo, founder, CEO and Chief Investment Officer for Palumbo Wealth Management talks markets. Hosted by Paul Sweeney and Kailey Leinz. (Phil’s segment begins at the 19:14 minute mark) Listen   Palumbo Wealth Management (PWM) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where PWM […]
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Can Inflation Pop an Over-Inflated Stock Market? | October 2, 2021

Can Inflation Pop an Over-Inflated Stock Market? “By a continuing process of inflation, government can confiscate, secretly and unobserved, an important part of the wealth of their citizens.” – John Maynard Keynes Over the last 20 years, an era known for low inflation, the CPI Index has nonetheless managed to increase about 53%. That is, […]
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COVID-19 puts alternatives back in the mainstream

COVID-19 puts alternatives back in the mainstream While economists and market watchers debate whether the bull market in equities is over or just taking a breather, financial advisers overseeing the life savings and financial well-being of millions of retail clients are faced with the more immediate reality of an undefined market and economy. The wild ride of […]
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Social Security Burdens Fall on Younger Workers

Social Security Burdens Fall on Younger Workers When Social Security was designed during the Great Depression, there were more than 45 employees to fund benefits for one retiree. There were few beneficiaries and many employees, but, in 2020, that ratio has dropped to roughly three to one. Doubts in the long-term viability of Social Security […]
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When Will They Ever Learn? | September 25, 2021

When Will They Ever Learn? The title is a line from Pete Seeger’s old folk song “Where have all The Flowers Gone?”, which has been recorded by many artists over the years. Whether we speak of war and peace, as the song does, or economies, it is a cyclical world. The past is typically prologue. […]
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Don’t Count Your Chickens

Opinion: The high yields on municipal bonds are tempting, but you need to be mindful of these hidden risks Municipal bonds have high yields, making them more attractive than U.S. Treasury bonds. But you better be careful. Municipal bonds are typically exempt from federal income taxes, and if they are issued within your state, exempt […]
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