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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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More Recent News & Insight

Wednesday, October 06, 2021
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 2021. This is the second consecutive year that Palisade has received this prestigious honor. 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. 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.
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Friday, June 10, 2022
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On June 10, 2022, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s "Worldwide Exchange" to discuss his outlook for stocks going into the summer and fall seasons.
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Friday, May 27, 2022
Palisade Capital Management Chief Investment Officer Dan Veru Attends Milken Institute’s 25th Global Conference
Posted in Media Appearances
Earlier this month, Dan Veru, Palisade Chief Investment Officer and Co-Chairman, attended the Milken Institute’s 25th global conference. The theme of the 2022 Conference was “Celebrating the Power of Connection.” Sessions covered a number of tracks, including Capital Access and Economic Opportunity; Diversity, Equity, and Inclusion; Health and Medical Research; Financial Markets; Regions and Developing Markets; Sustainability and Environment; Society and Culture; and Security and Risk. Attendees had the opportunity to discuss the impact, lessons learned, and innovations resulting from the pandemic. Dan found one of the major themes at the Conference, the renaissance of the American automobile manufacturing industry, of particular interest. “As an investment professional, I found the idea that the progress being made in electric vehicles is occurring at a much faster pace than the financial markets are reflecting very thought-provoking,” stated Dan, pictured here with Michael Milken, Chairman of the Milken Institute.
Wednesday, May 18, 2022
New York Alternative Investment Roundtable’s Inaugural “Five for Five” Podcast Features Palisade President and CEO Alison Berman
Posted in Media Appearances
What lessons would you give your younger self just starting out in your career? Find out what Palisade President & Chief Executive Officer Alison Berman would advise a younger Alison, including never being afraid to be oneself and standing up for who you are. As she discusses, women often feel pressure to fit in, dress, and act a certain way to conform to expectations, but by embracing their true selves, they can become more confident in their professional lives.

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