Financial Planning Blog: January 2024
Thursday, January 11, 2024
How Are You Invested?
Every now and then, it’s useful to take a step back and reflect upon your financial journey. Self-awareness and a clearer perspective can help you make better decisions about the things most important to you, such as navigating your career, managing your family life, or giving back. In addition, changes to your situation and evolving financial goals may impact how you choose to invest your savings.
Friday, February 14, 2025
Veru: Discussions on tariffs are negotiation means to an end
Dan Veru, Palisade Capital CIO, appeared on CNBC this morning, stating tariffs are negotiation tools, with companies ada...
Tuesday, January 7, 2025
Fourth Quarter 2024 Review and Outlook
**What just happened?** Investors in U.S. stocks had much to celebrate in 2024: the S&P 500® index of large capitalizati...
Wednesday, December 18, 2024
Palisade Sponsors Englewood Health Foundation Breakfast Club
We were thrilled to support the Englewood Health Foundation's Breakfast Club event at the beautiful Montammy Golf Club! ...
Wednesday, December 11, 2024
Financial Planning Blog December 2024
The Surprising & Undeniable Power of Simple Lists in Financial Planning
Friday, November 15, 2024
Financial Planning Blog November 2024
Why your money story matters & what it says about you!
Friday, November 8, 2024
Dan Veru Appears on CNBC
Palisade Chief Investment Officer Dan Veru appeared on CNBC this morning to discuss US interest rates, the China trade, ...