Quick Takes | July 16, 2022

Quick Takes A Shot Across the Bow? There is so much focus on narratives these days, we are increasingly compelled to play by the old rule. Watch what they do, don’t listen to what they say. We’ve been watching what JP Morgan has been doing: June 24: JPM announces layoffs in the mortgage unit. It […]
READ POST

Stocks Remain A Prisoner of Interest Rates | March 27, 2021

Stocks Remain A Prisoner of Interest Rates The stock market is following the bond market like a puppy. Rates down? Buy growth stocks. Rates up? Buy reflation stocks. U.S. growth estimates are rising, but they are falling in other developed markets. Unless something changes, rates are probably going nowhere. The economic experience in the U.S. […]
READ POST

Retirement Isn’t a Four-Letter Word | March 13, 2021

Retirement Isn’t a Four-Letter Word Each year J.P. Morgan releases an educational booklet on retirement and because we focus so heavily on retirement for clients, we have made it a practice of taking a few topics from it for our clients. Longevity: The first topic we want to address is longevity. We have always been […]
READ POST

Yahoo Finance’s Zack Guzman and Akiko Fujita Preview Bank Earnings and Discuss Stocks to Watch with Philip Palumbo

Yahoo Finance Interview Listen as Palumbo Wealth Management’s CEO and CIO Philip Palumbo joins Zack Guzman and Akiko Fujita to discuss Bank Earnings and discuss select stocks. Watch Here   Palumbo Wealth Management (PWM) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where PWM and its representatives are […]
READ POST