Financial Planning Blog: February 2024
Thursday, February 15, 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Is Your Will Outdated?
When Academy Award-winning actor Heath Ledger tragically passed away in 2008 at the age of 28, his will was outdated, written before his daughter Matilda was born, and his assets passed to his parents and siblings.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.
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...
Thursday, December 18, 2025
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 ...
Monday, December 8, 2025
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...
Friday, December 5, 2025
Carlo Di Fronzo Joins Palisade Capital Management
Palisade is proud to announce that Carlo Di Fronzo has joined the firm as an Associate in the firm's Private Wealth Mana...
Monday, November 10, 2025
Third Quarter Review and 2025 Outlook
What just happened? An economy that's slowing but not slow is a tide now lifting more boats. We believe the growth-orien...
Wednesday, October 15, 2025
Veru: Starting first phase of long-term small cap outperformance relative to large
Dan Veru, Palisade Capital CIO, appeared on CNBC this morning, discussing his views regarding the start of the first pha...
Friday, October 3, 2025
