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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Wednesday, July 21, 2021

Financial Planning Blog: July 2021

Posted in Blogs

2021 Is Halfway Over: Is It Time For a Mid-Year Financial Checkup?

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Tuesday, July 13, 2021

Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”

Posted in Media Appearances

On July 13, 2021, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s "Worldwide Exchange" to discuss whether the U.S. could be impacted by the spread of new COVID variants, and identified two areas -- healthcare and medical products -- where investors can find opportunity.

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Wednesday, July 07, 2021

Q2 2021 Investor Commentary

Posted in Market Commentaries

Palisade reviews the second quarter of 2021, which saw gains in most stock market averages as many closed at or near all-time high price levels. All three major stock market indices – the Dow Jones Industrial Average, Standard & Poor’s 500® Index, and NASDAQ Composite – notched solid gains in the last three months, and two ended the quarter at all-time highs.

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Friday, June 25, 2021

Financial Planning Blog: June 2021

Posted in Blogs

Plan for the Worst, Hope for the Best

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