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Financial Planning Blog: May 2021

Wednesday, May 26, 2021

Educating the Next Generation about Money

Deciding when and how to begin a conversation around money management with your children is a personal choice that can reap significant rewards in the future. Whatever your level of wealth, teaching fiscal responsibility at a young age is critical.

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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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Monday, August 01, 2022
Market Update
Posted in Market Commentaries
Palisade Capital Management Co-Chairman and Chief Investment Officer Dennison Veru recently shared his thoughts on the current market environment and Palisade's view on risks and opportunities for the remainder of 2022.
Thursday, July 28, 2022
Palisade Wealth Management Update: Feiler Team
Posted in Announcements
We often discuss succession planning with clients that own their own businesses, so we know how important it is for Palisade to be prepared for all kinds of potential changes. We are continuously evolving our internal succession plan so that transitions among Palisade team members are as seamless as possible, with the goal of ensuring Palisade’s client relationships endure across generations. This is the only way we can deliver best-in-class service despite inevitable changes – both planned and unexpected.
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Friday, July 15, 2022
Q2 2022 Investor Commentary
Posted in
High Inflation and rising interest rates rocked markets in the second quarter. On June 10, the U.S. Bureau of Labor Statistics reported that the May consumer price index (CPI) rose by 8.6%, its steepest jump in 40 years, and an acceleration from April’s +8.3% increase. Five days after the May report, the Federal Reserve raised its discount rate – the foundation of all U.S. interest rates – by 0.75% to 1.25-1.50% – the sharpest jump since 1994. In his post-hike press conference, Fed Chairman Jerome Powell resolved to tame inflation with additional rate hikes.
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Tuesday, June 21, 2022
Financial Planning Blog: June 2022
Posted in Blogs
New Features Create Additional Appeal for 529 College Savings Plans
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