Published On Apr 4, 2024
Recently I was invited onto Charles Schwab Network talking about the potential return of a Bear market in 2024, Starbucks, Palantir, interest rate cuts and so much more!
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Philip G. Palumbo is CEO and Chief Investment Officer and the Founder of Palumbo Wealth Management. He served as Senior Vice President and Senior Portfolio Manager at UBS before forming Palumbo Wealth Management, a full-service boutique wealth management firm.
Over the past 20 years, Philip has held senior roles with several major financial institutions and he has successfully assisted families and individuals navigate some of the most challenging market environments in recent history. The leadership Philip provided for his clients during these difficult markets has helped them achieve their most important financial goals as they prepare for retirement.
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