More Recent News & Insight

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.

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Tuesday, May 11, 2021

Convertible Investment Study - May 2021

Posted in White Papers

In January 2021, Palisade Capital Management published a research piece entitled “The Time For Convertibles Is (Still) Now”, where we outlined the advantages of investing in the convertible asset class, both historically and tactically, given an impending, post COVID-19 economic cycle. In this study, we seek to touch upon and update key aspects of Palisade's unique approach to investing in convertibles. Palisade's convertible strategies emphasize Growth convertibles (as opposed to Value convertibles) and Large- and Mid-Capitalization convertibles (rather than Small-Capitalization convertibles).

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Wednesday, April 28, 2021

Fireside Chat with Daniel Clifton: Infrastructure Spending, Taxes, and the Biden Agenda

Posted in Webinars

Palisade Capital Management Chief Investment Officer Dan Veru hosted a fireside chat with Daniel Clifton from Strategas Research Partners to discuss Infrastructure Spending, Taxes, and the Biden Agenda. Mr. Clifton leads the #1 ranked Washington policy team on Wall Street according to Institutional Investor magazine and has been named a top Washington policy analyst in each of the past eleven years. He is also a top-ranked analyst with regard to Tax and Accounting Policy. They discussed the recently passed stimulus packages, the upcoming battle for infrastructure spending, and the potential for increased individual and corporate taxes.

Tuesday, April 27, 2021

Financial Planning Blog: April 2021

Posted in Blogs

Charitable Giving Considerations in the Face of New Legislation

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