Financial Planning Blog: December 2022

More Recent News & Insight

Thursday, October 06, 2022

Palisade Capital Management Ranked Among Top 100 Financial Advisors by CNBC

Posted in Announcements

Palisade Capital Management is pleased to have been recognized in CNBC’s Financial Advisor (FA) 100 rankings for the third consecutive year, rising from number 88 in 2021 to number 56 in 2022. Palisade is proud to be the only New Jersey-based firm included in this year’s rankings.

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Friday, January 27, 2023

Financial Planning Blog: January 2023

Posted in Blogs

Is this the year you will retire?

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Tuesday, January 17, 2023

John Cirillo Joins Palisade as Assistant Vice President, Client Reporting & Analytics

Posted in Announcements

John is Assistant Vice President, Client Reporting & Analytics, with responsibilities that include the management and production of client reporting, portfolio analytics, and marketing materials across all investment strategies.

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Friday, January 13, 2023

Q4 2022 Investor Commentary - 2022 Review…and Outlook

Posted in Market Commentaries

2022 was a rough year for investors. The equity market, as gauged by the S&P 500® Index, fell about 20% last year – the worst year for stocks since the Great Financial Crisis of 2008. Bonds, a usually safe investment, suffered too, as the widely-cited Barclays Aggregate Bond Index dropped by 17% (bond prices fall when rates rise).

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Friday, January 06, 2023

Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”

Posted in Media Appearances

Dan Veru, Co-Chairman and Chief Investment Officer of Palisade Capital Management, joined CNBC to discuss market implications of the Federal Reserve's approach of keeping interest rates "higher for longer" to manage inflation and the increased importance of careful stock selection in this environment.

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