Palisade University: A Primer on Stocks

Wednesday, January 26, 2022

Palisade Capital Management launched its “Palisade University” educational series hosted by Managing Director Michael Feiler with Todd B. Rosenfeld, Securities Training Corporation (STC), Chief Learning Officer. The first in a 2-part primer covers the basics of stocks and the importance of this asset class within portfolio construction.

These insightful sessions are designed as beginner level discussions and can be taken alone or in succession. The sessions cover the importance of investing early, the fundamentals and characteristics of stocks and bonds, and portfolio diversification.

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.; Read More

Tuesday, June 21, 2022
Financial Planning Blog: June 2022
Posted in Blogs: New Features Create Additional Appeal for 529 College Savings Plans; Read More

Friday, June 10, 2022
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances: On June 10, 2022, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s "Worldwide Exchange" to discuss his outlook for stocks going into the summer and fall seasons.; Read More

Friday, May 27, 2022
Palisade Capital Management Chief Investment Officer Dan Veru Attends Milken Institute’s 25th Global Conference
Posted in Media Appearances: Earlier this month, Dan Veru, Palisade Chief Investment Officer and Co-Chairman, attended the Milken Institute’s 25th global conference. The theme of the 2022 Conference was “Celebrating the Power of Connection.” Sessions covered a number of tracks, including Capital Access and Economic Opportunity; Diversity, Equity, and Inclusion; Health and Medical Research; Financial Markets; Regions and Developing Markets; Sustainability and Environment; Society and Culture; and Security and Risk. Attendees had the opportunity to discuss the impact, lessons learned, and innovations resulting from the pandemic. Dan found one of the major themes at the Conference, the renaissance of the American automobile manufacturing industry, of particular interest. “As an investment professional, I found the idea that the progress being made in electric vehicles is occurring at a much faster pace than the financial markets are reflecting very thought-provoking,” stated Dan, pictured here with Michael Milken, Chairman of the Milken Institute.

Wednesday, May 18, 2022
New York Alternative Investment Roundtable’s Inaugural “Five for Five” Podcast Features Palisade President and CEO Alison Berman
Posted in Media Appearances: What lessons would you give your younger self just starting out in your career? Find out what Palisade President & Chief Executive Officer Alison Berman would advise a younger Alison, including never being afraid to be oneself and standing up for who you are. As she discusses, women often feel pressure to fit in, dress, and act a certain way to conform to expectations, but by embracing their true selves, they can become more confident in their professional lives.

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Palisade University: A Primer on Stocks

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