Financial Planning Blog: November 2021

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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, January 07, 2022

Q4 2021 Investor Commentary

Posted in Market Commentaries

What a year! The bellwether Standard & Poor’s 500® index of domestic stocks rose by 27% during the last twelve months, one of its best showings in the last twenty years. If key events from the “real world” of 2021 had been known to us last January, we would not have predicted such a rosy outcome; a pileup of disruptions might have been expected to produce a market headwind.

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Monday, January 03, 2022

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

Posted in Media Appearances

On January 3, 2022, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s "Worldwide Exchange" to discuss why he believes stocks are in line for more gains this year, and why he still likes the stock of one large health insurer.

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Tuesday, December 07, 2021

Special Update: The Current Policy Landscape - A Discussion with Daniel Clifton

Posted in Webinars

Palisade Capital Management Chief Investment Officer Dan Veru recently hosted an informative webinar with Daniel Clifton from Strategas Research Partners to discuss the current policy landscape. 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. The discussion included an analysis of the Biden Administration's current and proposed policies and the outlook for the financial markets.

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