Short Duration Convertible Bonds: A Compelling Alternative to Traditional Fixed Income
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Home > News & Insight > Financial Planning Blog: June 2022

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Financial Planning Blog: June 2022

Tuesday, June 21, 2022

New Features Create Additional Appeal for 529 College Savings Plans

It is no secret that college costs are rising, typically at a rate that exceeds inflation. If you would like to help support the education savings efforts of grandchildren, nieces, nephews, or other loved ones, assisting them with a 529 college savings plan can be an effective tool. College savings plans have been growing in popularity since the late 1980s. The creation of Section 529 by the IRS in the late 1990s provided even greater incentive to save through tax-deferred treatment of 529 plan earnings.

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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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Monday, November 21, 2022
Short Duration Convertible Bonds: A Compelling Alternative to Traditional Fixed Income
Posted in White Papers
The U.S. Federal Reserve’s fight against inflation through increases in the Fed Funds rate and quantitative tightening has led to the worst year on record for the U.S. fixed income markets (as measured by Bloomberg U.S. Aggregate Bond Index performance of -15.7% year-to-date through October 31, 2022). This environment, when combined with the potential for additional rate hikes, has resulted in significant losses to fixed income portfolios.
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Post-Election Market Update
Posted in Market Commentaries
Palisade Capital Management Co-Chairman and Chief Investment Officer Dennison Veru shared his post-election update and our views on what may lie ahead for the markets as we head towards year-end.
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Posted in Media Appearances
On November 9, 2022, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s "Worldwide Exchange" to discuss his investment strategy after the 2022 general election.
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Market Update
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