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Tuesday, April 04, 2023
SECURE ACT 2.0 - Video #3: Required Minimum Distributions
Posted in Webinars
: Are you approaching retirement age? Do you know when you need to start taking your Required Minimum Distributions?; Read More

Thursday, March 30, 2023
De-Globalization and the Changing World Order
Posted in Market Commentaries, Media Appearances, Webinars
: On Thursday, March 30, 2023, Palisade sponsored an exciting discussion about the future of finance led by Chief Investment Officer Dan Veru. Dan was joined by speakers Jeannette Lowe, Managing Director of Policy Research, Strategas Research Partners, an institutional brokerage and advisory firm providing macro research and capital markets and corporate advisory services, and Jay Malave, CFO of Lockheed Martin, a global security and aerospace company.; Read More

Wednesday, March 29, 2023
SECURE ACT 2.0 Video #2: Charitable giving
Posted in Webinars
: Watch our latest video about the expanded rules of charitable giving with QCDs and how they may help you support your favorite causes.; Read More

Thursday, March 23, 2023
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances: Chief Investment Officer Dennison T. Veru appeared on CNBC this morning to discuss the Fed's most recent interest rate hike.; Read More

Wednesday, March 22, 2023
SECURE ACT 2.0 Video #1: 529 Plans
Posted in Webinars
: Are you planning to help your loved ones with the cost of a college education?; Read More

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Friday, December 09, 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 smid cap equity strategies remain compelling. However, once an investment program decides to invest in one of these asset classes, allocation decisions can significantly impact a portfolio’s risk profile and returns.; Find Out More and Request This White Paper