Financial Planning Blog: February 2024
Is Your Will Outdated?
When Academy Award-winning actor Heath Ledger tragically passed away in 2008 at the age of 28, his will was outdated, written before his daughter Matilda was born, and his assets passed to his parents and siblings. In the end, his family transferred the inheritance to Matilda, however not all estate planning oversights work out so easily. To ensure your assets pass to heirs according to your wishes, keeping your estate plan up to date is critical.
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Fourth Quarter Review and Outlook 2025
What just happened? In a challenging environment – geopolitical, fiscal, and otherwise – markets showed tremendous resil...
Palisade Capital Management Appoints Christopher Henderson to Operating Committee
Palisade Capital Management announced today that Christopher Henderson, CFA has been appointed to the firm’s Operating C...
Dan Veru Appears on Fox Business
Dan Veru, Palisade Capital Management CIO, discusses his views on profitable small caps in 2026
Hassan Shah Joins Palisade Capital Management
Fort Lee, NJ — December 18, 2025 — Palisade Capital Management is pleased to announce that Hassan Shah has joined the fi...
Kelly Lynch-Moloney, CFP® Joins Palisade Capital Management
Fort Lee, NJ — December 8, 2025 — Palisade Capital Management is pleased to announce that Kelly Lynch-Moloney, CFP® has ...
Divorcing After 50? There's a Special Financial Advisor for That
We are proud to share that Lorraine Salvo, CFP, CDFA, Palisade’s Head of Financial Planning, was recently featured as an...
