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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Why Inflation May Not Be Transitory

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The Highest Yields on municipal bonds are tempting

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic […]
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Take a Test Drive… | August 21, 2021

Take a Test Drive… As much as we hate dealing with car salespeople, we love the test drive. We imagine ourselves driving down the street waving to friends in our favorite, brand new car. No doubt, that’s fun, but in the end, it’s just a car. Maybe it’s time we started to feel the same […]
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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 […]
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PLANSPONSOR, July 20, 2020 | Social Security Burdens Fall on Younger Workers

PLANSPONSOR Article As unemployment rises and employees retire sooner, experts say Social Security will be exhausted faster than predicted…More   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 properly licensed or exempt from licensure. For additional information, please […]
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