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, April 13, 2021

Q1 2021 Investor Commentary

Posted in Market Commentaries

Palisade reviews the first quarter of 2021, which saw gains in most stock market averages, modest declines in bond prices, and increases in many commodity prices. Last month marked the one-year anniversary of the pandemic shut-down of the American economy.

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Wednesday, March 24, 2021

Financial Planning Blog: March 2021

Posted in Blogs

Feeling Stuck in the Middle? How the Sandwich Generation is Faring During the Pandemic

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Friday, March 19, 2021

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

Posted in Media Appearances

On March 19, 2021, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s "Worldwide Exchange" to discuss the Russell 2000 Index and the Fed’s decision to leave interest rates unchanged.

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Wednesday, February 24, 2021

Financial Planning Blog: February 2021

Posted in Blogs

Has the Pandemic Affected Your Retirement Plans?

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