News & Insights
We share our insights and perspectives on the economy, the markets, and financial planning to keep you informed on our thinking and approach.
Wednesday, December 18, 2024
Palisade Sponsors Englewood Health Foundation Breakfast Club
We were thrilled to support the Englewood Health Foundation's Breakfast Club event at the beautiful Montammy Golf Club! ...
Wednesday, December 11, 2024
Financial Planning Blog December 2024
The Surprising & Undeniable Power of Simple Lists in Financial Planning
Friday, November 15, 2024
Financial Planning Blog November 2024
Why your money story matters & what it says about you!
Friday, November 8, 2024
Dan Veru Appears on CNBC
Palisade Chief Investment Officer Dan Veru appeared on CNBC this morning to discuss US interest rates, the China trade, ...
Thursday, November 7, 2024
Trump Victory: What Lies Ahead for Markets?
Markets rallied strongly today following President Trump's decisive victory. Palisade Chief Investment Officer Dan Veru...
Tuesday, November 5, 2024
The Presidential Election: Policy Implications for Financial Markets
Click here to watch an informative virtual discussion in advance of the 2024 election, led by Palisade Capital Managemen...
Monday, October 21, 2024
NJBIZ Women's Leadership Summit
Palisade is proud to be a Supporting Sponsor of the NJBIZ Women's Leadership Summit, to be held on November 14 in Somers...
Thursday, October 17, 2024
Palisade Nationally Re-certified as Women's Business Enterprise
We are honored to have been nationally re-certified as a Women's Business Enterprise by the Women's Business Enterprise ...
Tuesday, October 15, 2024
Financial Planning Blog October 2024
The Burnout and Willpower Gap: 7 Simple Hacks to Beat the Willpower Gap and Stay Focused on Your Goals...
Wednesday, October 9, 2024
Third Quarter Review and Outlook
What Just Happened? The U.S. equity market (S&P 500®) rose by 5.9% in the third quarter, its third back-to-back quarterl...
Tuesday, September 24, 2024
The Fed Lowers Interest Rates - What Does This Mean for the Market and Economy?
Palisade Capital Management Chief Investment Officer Dan Veru shares his views on interest rate cuts and our thoughts on...
Sunday, September 15, 2024
Financial Planning Blog September 2024
Creative Alternatives to Traditional Retirement: Tailor Your Retirement to Fit Your Needs & Live Out Your Dreams...
Monday, September 9, 2024
Noreen Drohan Joins Palisade Capital Management
Noreen Drohan joins Palisade Capital Management as Senior Vice President, Head of Consultant Relations....
Wednesday, August 28, 2024
Small/Smid Cap Market Update
Palisade Chief Investment Officer Dan Veru shares our current thoughts on stocks – small and smid-caps in particular - a...
Friday, August 16, 2024
Dan Veru Appears on CNBC's "Worldwide Exchange"
Palisade Senior Partner and Chief Investment Officer Dennison T. Veru appeared on CNBC this morning to discuss current m...
Thursday, August 15, 2024
Financial Planning Blog: August 2024
How To Be a Smarter Investor in Uncertain Times - Six Open Secrets of Smart Investors
Tuesday, August 6, 2024
Market Update: Volatility Returns to Stocks
Palisade Capital Management, LP Chief Investment Officer Dennison T. Veru shares his views on recent market volatility a...
Friday, July 26, 2024
Small/Smid Cap Stocks: The Overlooked Asset Class
A lot has happened in the small- and smid-cap markets over the past few weeks; here are our thoughts on recent political...
Wednesday, July 17, 2024
Financial Planning Blog: July 2024
Estate Planning Mistakes & How to Avoid Them
Go from Good Intentions––to a Great Estate Plan
Wednesday, July 17, 2024
Second Quarter Review and Outlook
What Just Happened? The U.S. equity market (S&P 500® Index) notched a gain of nearly 4% in the June quarter. ...
Friday, June 28, 2024
Financial Planning Blog: June 2024
Decades of Freedom: How Longevity Can Impact Your Retirement
Thursday, June 27, 2024
Small/Smid Cap Stocks: The Overlooked Asset Class
An Overtightened Spring Positioned to Uncoil
Monday, June 24, 2024
James Valan Joins Palisade Capital Management
James Valan joins Palisade Capital Management as Senior Associate, Marketing & Client Service
Thursday, June 13, 2024
Financial Planning Blog: May 2024
Planting Fresh Habits this Spring
Monday, June 10, 2024
Omar Majumdar Joins Palisade Capital Management
Omar Majumdar joins Palisade Capital Management as Associate, Investment Performance & Reporting Analyst...
Thursday, May 30, 2024
Convertible Securities: The Asset Class
What are Convertible Securities?
Convertibles are hybrid corporate securities that embody the characteristics of both bo...
Monday, April 29, 2024
Financial Planning Blog: April 2024
The Biggest Financial Pressures Facing Retirees (and How to Plan for Them)
Monday, April 29, 2024
Chris Mashia, CFA Joins Palisade Core Equity Team
Palisade Capital Management, LP is pleased to announce Chris Mashia, CFA has joined the firm as Senior Vice President, C...
Thursday, April 18, 2024
Palisade Capital Management, LP Celebrates Controller Donna Szczupak's Retirement
Palisade Capital Management, LP recently celebrated the forthcoming retirement of Donna Szczupak, our long-time Controll...
Monday, April 8, 2024
First Quarter 2024 - Review and Outlook
What Just Happened? Last year’s bull market stormed into 2024.
Thursday, March 21, 2024
Financial Planning Blog: March 2024
Strategies for Balancing Family and Financial Security
Friday, March 15, 2024
Artificial Intelligence - The Catalyst for Business and Health Care Innovation
On Wednesday, April 10, 2024, Palisade Senior Partner and Chief Investment Officer Dan Veru led an exciting discussion a...
Thursday, March 14, 2024
Women and Money: Taking the Fear Out of Investing
Did you miss our webinar? Watch it on demand.
Wednesday, March 13, 2024
Dan Veru Appears on CNBC's "Worldwide Exchange"
Chief Investment Officer Dennison T. Veru appeared on CNBC this morning to discuss the current market environment and op...
Wednesday, March 6, 2024
Celebrate Women Who Lead
We are proud to share that Palisade Managing Partner, President & CEO Alison Berman and Managing Director and Head of Fi...
Thursday, February 15, 2024
Financial Planning Blog: February 2024
Is Your Will Outdated?
Monday, January 29, 2024
Anastasia Karpoff joins Palisade Capital Management
Anastasia Karpoff joins Palisade Capital Management as Vice President, Controller.
Tuesday, January 16, 2024
2023 Review and 2024 Outlook
Putting 2023 in Perspective. 2023 rewarded American investors as richly as 2022 hurt them.
Thursday, January 11, 2024
Financial Planning Blog: January 2024
How Are You Invested?
Wednesday, January 10, 2024
January Market Update
In this webinar, Palisade Senior Partner and Chief Investment Officer Dan Veru summarized what happened in the economy a...
Tuesday, January 9, 2024
Palisade Promotes Dawn R. Brock and Garo Norian to Associate Portfolio Manager Roles; Retains Search Firm
Palisade Capital Management, LP is pleased to announce that Dawn R. Brock and Garo Norian, CFA have been promoted to Ass...
Monday, January 8, 2024
Dan Veru Appears on CNBC's "Worldwide Exchange"
Chief Investment Officer Dennison T. Veru appeared on CNBC this morning to discuss how markets have performed to start o...
Wednesday, January 3, 2024
Palisade Capital Management Certified By the Women's Business Enterprise National Counsel
Palisade Capital Management, LP, a registered investment adviser currently managing over $4 billion of assets for instit...
Thursday, December 14, 2023
Financial Planning Blog: December 2023
Set Yourself Up for Success
Wednesday, November 29, 2023
Palisade Mourns the Unexpected Loss of Partner Kyle Kavanaugh
With profound sorrow and a heavy heart, Palisade Capital Management, LP announces the sudden and unexpected passing of P...
Monday, November 27, 2023
Financial Planning Blog: November 2023
Americans are incredibly generous. If you are considering making a charitable donation this year, please read our month...
Friday, November 17, 2023
Regime Change – Higher for Longer and the Case for Profitable Companies
When the Federal Reserve Chair shares his game plan and then follows through, we believe it makes sense to take him at h...
Tuesday, October 31, 2023
Financial Planning Blog: October 2023
Do you Need a Financial Plan?
Wednesday, October 18, 2023
Third Quarter 2023 Review and Outlook
Regime Change. The S&P 500® Index fell by about 3% in the third quarter. Most other American stock indices fared similar...
Thursday, October 5, 2023
Dan Veru Appears on CNBC's "Worldwide Exchange"
Chief Investment Officer Dennison T. Veru appeared on CNBC this morning to discuss how higher rates are impacting the ma...
Thursday, September 28, 2023
Financial Planning Blog: September 2023
Wealth Planning for Blended Families
Thursday, September 21, 2023
Palisade Capital Management Supports IDAC Global Summit
We are pleased to be a supporter of the IDAC Global Summit that took place on September 19-20, 2023 in Chicago....
Monday, September 18, 2023
Palisade Capital Management Included in CNBC FA100 Ranking
Palisade Capital Management is proud to be included in CNBC’s Financial Advisor (FA) 100 rankings for the fourth year in...
Monday, August 28, 2023
Dan Veru Appears on CNBC's "Worldwide Exchange"
Chief Investment Officer Dennison T. Veru appeared on CNBC this morning to discuss the global markets and the Fed...
Wednesday, August 9, 2023
Financial Planning Blog: August 2023
Mid-year Tax Planning
Tuesday, August 1, 2023
Palisade Capital Management Named a Top RIA by FA Magazine
Palisade Capital Management, LP has been recognized by Financial Advisor magazine as one of the top registered investmen...
Thursday, July 27, 2023
Christopher Henderson joins Palisade Capital Management
Palisade Capital Management, LP is pleased to announce Christopher Henderson has joined the firm as Managing Director, H...
Friday, July 21, 2023
Financial Planning Blog: July 2023
Managing Risks to Better Protect Your Nest Egg
Thursday, July 13, 2023
Q2 2023 Review and Second Half Outlook
A Great First Half. The S&P 500® Index gained 17% in the first half of 2023, its second strongest first half performance...
Tuesday, July 11, 2023
529 Plan Webinar
Learn how a 529 education savings plan can set your child or grandchild on the path to a college degree. ...
Monday, July 10, 2023
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC's "Worldwide Exchange"
Chief Investment Officer Dennison T. Veru appeared on CNBC this morning to discuss the economic data and earnings report...
Friday, May 12, 2023
Do You Own a Business?
Working on Your Business
Friday, May 12, 2023
Financial Planning Blog: May 2023
Financial Literacy in the Digital Age
Friday, May 5, 2023
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC's "Worldwide Exchange"
Chief Investment Officer Dennison T. Veru appeared on CNBC this morning to discuss why he believes the Fed is essentiall...
Tuesday, May 2, 2023
Palisade Capital Management Announces New Equity Partners
Palisade Capital Management, LP, an independent woman-led and majority woman-owned registered investment advisor with ap...
Thursday, April 13, 2023
Q1 2023 Investor Commentary
Investors’ New Worry: Banks. Over the last year, we had growing concerns that something would break in the financial sys...
Thursday, April 13, 2023
Financial Planning Blog: April 2023
Saving for College
Tuesday, April 4, 2023
SECURE ACT 2.0 - Video #3: Required Minimum Distributions
Are you approaching retirement age? Do you know when you need to start taking your Required Minimum Distributions?...
Thursday, March 30, 2023
De-Globalization and the Changing World Order
On Thursday, March 30, 2023, Palisade sponsored an exciting discussion about the future of finance led by Chief Investme...
Wednesday, March 29, 2023
SECURE ACT 2.0 Video #2: Charitable giving
Watch our latest video about the expanded rules of charitable giving with QCDs and how they may help you support your fa...
Thursday, March 23, 2023
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC's "Worldwide Exchange"
Chief Investment Officer Dennison T. Veru appeared on CNBC this morning to discuss the Fed's most recent interest rate h...
Wednesday, March 22, 2023
SECURE ACT 2.0 Video #1: 529 Plans
Are you planning to help your loved ones with the cost of a college education?
Tuesday, March 21, 2023
Contemplating Divorce?
When it’s Time to Move on
Monday, March 20, 2023
SECURE ACT 2.0: Series Introduction
Have you heard about the SECURE Acts, but are not quite sure what they mean for you?
Tuesday, March 7, 2023
Financial Planning Blog: March 2023
Are You Caught in the Middle?
Tuesday, February 28, 2023
Financial Planning Blog: February 2023
Things to Know During Tax Season
Wednesday, February 15, 2023
Negotiating Compensation
How to prepare when it’s time to make a move
Friday, January 13, 2023
Q4 2022 Investor Commentary - 2022 Review…and Outlook
2022 was a rough year for investors. The equity market, as gauged by the S&P 500® Index, fell about 20% last year – the ...
Friday, January 6, 2023
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Dan Veru, Co-Chairman and Chief Investment Officer of Palisade Capital Management, joined CNBC to discuss market implica...
Wednesday, December 14, 2022
Market Update
On December 14, 2022, Palisade Capital Management Chief Investment Officer Dennison Veru shared his latest market update...
Wednesday, December 14, 2022
Palisade Capital Management Shows Holiday Spirit
At Palisade Capital Management, we’ve been “All Wrapped Up” giving to local families in need through the Bergen Voluntee...
Friday, December 9, 2022
Small and Small-Mid (“SMID”) Cap Equities and the Case for Core: Mitigating the Perils of Concentration Risk and Overdiversification
As institutional investors continue to search for solutions to help meet their risk and return objectives, small and smi...
Monday, November 21, 2022
Short Duration Convertible Bonds: A Compelling Alternative to Traditional Fixed Income
The U.S. Federal Reserve’s fight against inflation through increases in the Fed Funds rate and quantitative tightening h...
Tuesday, November 15, 2022
Post-Election Market Update
Palisade Capital Management Co-Chairman and Chief Investment Officer Dennison Veru shared his post-election update and o...
Thursday, October 6, 2022
Palisade Capital Management Ranked Among Top 100 Financial Advisors by CNBC
Palisade Capital Management is pleased to have been recognized in CNBC’s Financial Advisor (FA) 100 rankings for the thi...
Thursday, April 7, 2022
The Future of Finance: Digital Assets, Cryptocurrency, Decentralized Finance
On April 7th, 2022, Palisade Capital Management was proud to co-sponsor the 25th Annual Theodore D. Veru Symposium entit...