General Investing >> Money Manager Interviews >> September 29, 2022

Evaluate Investments by Cash Flow Relative to the 10-Year Treasury

Palumbo, Philip G.
Philip G. Palumbo is Founder, CEO and Chief Investment Officer of Palumbo Wealth Management. He is a contributor on CNBC, Bloomberg, Reuters, TD Ameritrade Network and Cheddar News. His market insights have been quoted in such leading publications as The Wall Street Journal and Barron’s. He has authored Make Work Optional, a book dedicated to assisting individuals and families on how to properly plan and invest their money. He was Senior Vice President and Senior Portfolio Manager at UBS before forming Palumbo Wealth Management, a full-service boutique wealth management firm. He graduated from Towson University. Profile
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TWST: Could you tell me about the firm?

Mr. Palumbo: Palumbo Wealth Management is a boutique wealth management firm where we serve the wealth