Investment Mgmt.

Welcome to ’10X for Generation XYZ’ Episode 44! Join us as we dive into the intricacies of business operations with Ernesto Mandowski, a systems engineering maestro turned restaurant tech consultant. Learn from Ernesto’s journey from busboy to business leader, applying his ‘cash flow engines’ philosophy to transform the dining scene. Discover the crucial roles of COOs and CFOs, the impact

The Elephant in the Room
We have long held that the Fed has been the dominant force in both the stock and bond markets. Rates going down? Then markets are moving up, and vice versa. That has generally been true since the recovery started in 2009. More recently, the Fed has taken a back seat. As far as the stock

Do you own all or part of an LLC, Corporation, or other business entity? If so, as of January 1, 2024, you may be required to file a Beneficial Ownership Information (BOI) report with FinCEN, the U.S. Department of the Treasury’s Financial Crimes Enforcement Network.
This is a new requirement established by the 2021 Corporate Transparency Act (CTA), an anti-money

The Future of NVIDIA with Philip Panaro | Philip Palumbo
Click Here to view our Podcast.
Philip Panaro has more than 25 years of experience facilitating large-scale digital transformations in Fortune 500 firms. He has acquired expertise in a broad range of topics around IT (digital, metaverse, blockchain, AI, crypto, ar/vr, web3.0, cyber, BPO). As a result, he was

In the latest episode of the Wealthy Behavior podcast, I spoke to Caleb Silver, Editor in Chief at Investopedia. We discussed:

  • Investopedia and why it’s a great resource for financial information
  • Financial literacy basics you must learn and the stepping stones to elevating your personal finance knowledge
  • Best personal finance books to read
  • How and why to invest

We are excited to announce that James Williams Jr., CFA, from Next Level Financial, will be presenting at Baker Tilly’s DevelUP’24 conference in Chicago on April 17-18, 2024.

Event Overview: DevelUP’24 is a premier conference uniting professionals from commercial real estate, economic development, and private & public capital, with a mission to create an equitable economic development ecosystem.

Save the

Confused yet?
It was a week of inconsistencies.

    • Inflation has been down; now CPI and PPI are up.
    • Retail sales were strong; now they are weak.
    • Manufacturing PMIs are up; Industrial production is down.
    • Lay-off announcements are up; initial jobless claims are down.

For a data dependent Fed trying to time interest rate reductions, the data isn’t helping very much.

In Episode 43 of the ’10X for Generation XYZ’ podcast, we delve deep into the intersection of luck, life transitions, and emotional wellness with the remarkable Caroline Brown. As an emotional wellness coach and integrative therapist, Caroline brings her rich background in forensic psychology and social work to the forefront, discussing how individuals can navigate the often-turbulent waters of midlife

Tracking your spending is important. As I explained in my book:

How do you know how much you’re spending and saving unless you keep track of it? How can you improve without a starting point? What spending categories contribute the most to your overall costs? You also need an accurate spending number to build a financial plan.

Track your

Monthly Jobs Report, FED Rate Cuts, Private Equity | Bloomberg Interview
I was recently interviewed by Bloomberg discussing my thoughts on Monthly Jobs Report, FED Rate Cuts, Private Equity and much more.
Please watch as I give my thoughts on these pressing issues effecting the stock market and your wealth.

Palumbo Wealth Management (PWM) is a registered investment advisor. Advisory