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At Palisade Capital Management, we think differently than other asset managers. We believe in sharing ideas and research across teams—and now with you. Here you can gain access to our vast intellectual capital and decidedly different perspective, while seeing what we’ve been up to lately.



Thursday, October 08, 2020
Palisade Capital Management Ranked Among Top 100 Financial Advisors by CNBC
Posted in Announcements
Palisade Capital Management is thrilled to announce that the firm has been included in CNBC’s ranking of the top 100 financial advisory firms in 2020. The “CNBC FA 100” celebrates advisory firms that top the list with regard to offering comprehensive planning and financial services that help clients navigate their financial lives. The CNBC FA 100 rankings take into consideration factors beyond assets under management and are based on a proprietary methodology developed by CNBC in partnership with data provider AccuPoint Solutions. In preparing the CNBC FA 100, data was culled from thousands of advisory firms.
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Wednesday, April 28, 2021
Fireside Chat with Daniel Clifton: Infrastructure Spending, Taxes, and the Biden Agenda
Posted in Webinars
Palisade Capital Management Chief Investment Officer Dan Veru hosted a fireside chat with Daniel Clifton from Strategas Research Partners to discuss Infrastructure Spending, Taxes, and the Biden Agenda. Mr. Clifton leads the #1 ranked Washington policy team on Wall Street according to Institutional Investor magazine and has been named a top Washington policy analyst in each of the past eleven years. He is also a top-ranked analyst with regard to Tax and Accounting Policy. They discussed the recently passed stimulus packages, the upcoming battle for infrastructure spending, and the potential for increased individual and corporate taxes.
Tuesday, April 27, 2021
Financial Planning Blog: April 2021
Posted in Blogs
The Consolidated Appropriations Act of 2021 was passed at the end of 2020 and created some very compelling opportunities for giving. However, for quite some time, we’ve heard rumblings about the possibility of higher taxes and less generous provisions regarding tax and estate planning for wealthy individuals in the not-so-distant future.  With President Biden’s initial proposal now revealed, we believe the most important takeaway is that 2021 is the year to act.
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Friday, April 23, 2021
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On April 23, 2021, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s "Worldwide Exchange" to discuss President Biden’s proposed higher capital gains tax and its potential impact on U.S. markets.
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Tuesday, April 20, 2021
Palisade Capital Management Head of Financial Planning Lorraine Salvo, CFP®, CDFA® Participates in Charitable Giving & Tax Planning Webinar
Posted in Webinars
Palisade Capital Management Managing Director and Head of Financial Planning Lorraine R. Salvo, CFP®, CDFA® presented at a webinar hosted by The Jewish Home Family. Lorraine highlighted several proposed tax and estate planning changes that could affect high net worth individuals, along with corresponding planning strategies and considerations.
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Tuesday, April 13, 2021
Q1 2021 Investor Commentary
Posted in Market Commentaries
Palisade reviews the first quarter of 2021, which saw gains in most stock market averages, modest declines in bond prices, and increases in many commodity prices. Last month marked the one-year anniversary of the pandemic shut-down of the American economy.
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Latest Research and White Papers
Tuesday, February 02, 2021
The Time for Convertibles is (Still) Now
We believe 2021 will be another favorable year for convertibles and remain a compelling asset class, especially for those that have re-examined their allocation framework and appetite for risk given the rollercoaster ride of 2020.
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