Financial Planning Blog: January 2021

Wednesday, January 27, 2021

Is a Roth IRA Conversion Right For Me?

Recently, you may have been hearing a lot about Roth IRA conversions; I certainly have been receiving a lot of questions about them from our clients.

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.; Read More

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.; Read More

Wednesday, March 24, 2021
Financial Planning Blog: March 2021
Posted in Blogs: Feeling Stuck in the Middle? How the Sandwich Generation is Faring During the Pandemic; Read More

Friday, March 19, 2021
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances: On March 19, 2021, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s "Worldwide Exchange" to discuss the Russell 2000 Index and the Fed’s decision to leave interest rates unchanged.; Read More

Wednesday, February 24, 2021
Financial Planning Blog: February 2021
Posted in Blogs: Has the Pandemic Affected Your Retirement Plans?; Read More