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Financial Planning Blog: September 2021

Monday, September 27, 2021

Should You Be Utilizing Donor-Advised Funds in 2021? These Four Tax Benefits May Help Make Up Your Mind

Donor-advised funds, or “DAFs”, allow individuals and families to make tax-advantaged contributions to charitable organizations. When a DAF is established, a donor contributes assets to the fund (receiving an immediate tax-deduction) with the sole purpose of those assets later being donated to charitable organizations. Prior to their ultimate transfer from the DAF to a charity at the direction of the donor, assets in a DAF may continue to be invested, potentially magnifying the donor’s gifts. DAFs must be operated by 501(c)(3) organizations, or what the IRS deems to be “sponsoring organizations”.

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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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Tuesday, October 12, 2021
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On October 12, 2021, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s "Worldwide Exchange" to discuss the launch of Palisade's new Small-mid (SMID) Cap Core Equity strategy.
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Thursday, October 07, 2021
Palisade Capital Management Co-Chairman and Chief Executive Officer Alison Berman Interviewed by CNBC
Posted in Media Appearances
On October 7, 2021, Palisade Capital Management President and CEO Alison Berman discussed the financial services industry’s diversity challenges with CNBC. Please click the link below to read the full article.
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Thursday, October 07, 2021
Q3 2021 Investor Commentary
Posted in Market Commentaries
Palisade reviews the third quarter of 2021, which saw all three major stock market indices – the Dow Jones Industrial Average, Standard & Poor’s 500® Index, and NASDAQ Composite – ending the quarter about where they began. The period started off well, as the S&P rose over 5% in the first two months of the quarter, but bearish sentiment sank the index in September.
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