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Tuesday, May 11, 2021
Convertible Investment Study - May 2021
Posted in White Papers: In January 2021, Palisade Capital Management published a research piece entitled “The Time For Convertibles Is (Still) Now”, where we outlined the advantages of investing in the convertible asset class, both historically and tactically, given an impending, post COVID-19 economic cycle. In this study, we seek to touch upon and update key aspects of Palisade's unique approach to investing in convertibles. Palisade's convertible strategies emphasize Growth convertibles (as opposed to Value convertibles) and Large- and Mid-Capitalization convertibles (rather than Small-Capitalization convertibles).; Read More

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: Charitable Giving Considerations in the Face of New Legislation; Read More

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.; Read More

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.; Read More

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Tuesday, May 11, 2021
Convertible Investment Study - May 2021: In January 2021, Palisade Capital Management published a research piece entitled “The Time For Convertibles Is (Still) Now”, where we outlined the advantages of investing in the convertible asset class, both historically and tactically, given an impending, post COVID-19 economic cycle. In this study, we seek to touch upon and update key aspects of Palisade's unique approach to investing in convertibles. Palisade's convertible strategies emphasize Growth convertibles (as opposed to Value convertibles) and Large- and Mid-Capitalization convertibles (rather than Small-Capitalization convertibles).; Find Out More and Request This White Paper