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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

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

Monday, March 20, 2023
SECURE ACT 2.0: Series Introduction
Posted in Webinars
: Have you heard about the SECURE Acts, but are not quite sure what they mean for you?; Read More

Thursday, April 07, 2022
The Future of Finance: Digital Assets, Cryptocurrency, Decentralized Finance
Posted in Market Commentaries, Media Appearances, Webinars
: On April 7th, 2022, Palisade Capital Management was proud to co-sponsor the 25th Annual Theodore D. Veru Symposium entitled "The Future of Finance: Digital Assets, Cryptocurrency, Decentralized Finance". The event was moderated by Palisade's Chief Investment Officer Dan Veru who was joined by speakers Jason Trennert, Founder, Chairman and CEO of Strategas Research Partners, an institutional brokerage and advisory firm providing macro research and capital markets and corporate advisory services, and Tom Jessop, president of Fidelity Digital Assets, created to deliver full-service institutional brokerage capabilities for native digital assets.; 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