Podcasts
Bloomberg, October 6, 2021 | Investing in Technology, ESG, and the Markets
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 mark) LISTEN
Bloomberg, September 7, 2021 | A Deep Dive Into The Markets: Philip Palumbo
Philip Palumbo, founder, CEO, and chief investment officer of Palumbo Wealth Management, discusses the markets. Hosted by Paul Sweeney and Matt Miller. (Sonali Basak fills in for Matt Miller) LISTEN
Bloomberg, February 11, 2021 | MacKenzie Scott’s Giving Transforming Bezos Fortune
Bloomberg Businessweek Editor Joel Weber and Bloomberg News Wealth Team Reporter Sophie Alexander talk about how MacKenzie Scott’s philanthropic efforts are transforming the Bezos fortune. And we Drive to the Close with Philip Palumbo, CEO at Palumbo Wealth Management…LISTEN
Bloomberg, November 11, 2020 | Trump Remaking Pentagon Leadership
Bloomberg News Pentagon and National Security Reporter Tony Capaccio shares his insight on President Trump remaking Pentagon leadership as critics see a crisis. And we Drive to the Close with Philip Palumbo, CEO and CIO at Palumbo Wealth Management…LISTEN
Articles
MarketWatch, October 22, 2020 | 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…MORE
Port Washington Times, October 22, 2020 | An Alert on Tax and Estate Planning
If we learned one thing from the 2016 presidential election, it is that the only poll that matters is the one taken on Election Day…MORE
Port Washington Times, September 18, 2020 | How COVID-19 May Affect Your Bond Portfolio
Many retirees position Municipal Bonds as a form of income and balance to their overall portfolio…MORE
Port Washington Times, August 14, 2020 | Fight the Fear of Financial Planning
COVID-19 pandemic teaches us of need to prepare for the unexpected in our lives…MORE
PLANSPONSOR, July 20, 2020 | Social Security Burdens Fall on Younger Workers
As unemployment rises and employees retire sooner, experts say Social Security will be exhausted faster than predicted…MORE
Investment News, July 12, 2020 | COVID-19 Puts Alternatives Back in the Mainstream
The new normal is reigniting conversations around the potential for alternative investments to add diversity and hedge risk…MORE
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