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

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

Tuesday, February 02, 2021
The Time for Convertibles is (Still) Now
Posted in White Papers: We believe 2021 will be another favorable year for convertibles and remain a compelling asset class, especially for those that have re-examined their allocation framework and appetite for risk given the rollercoaster ride of 2020.; Read More

Wednesday, January 20, 2021
Q4 2020 Investor Commentary
Posted in Market Commentaries: Palisade reviews a remarkably unusual year as we remember last year’s financial market extremes: anxiety in the first months of the COVID-19 pandemic (March/April), stabilization at mid-year, and sharp recovery in the final quarter of 2020 as investors cheered the regulatory approval of COVID vaccines.; Read More