Q2 2023 Review and Second Half Outlook
Thursday, July 13, 2023

A Great First Half. The S&P 500® Index gained 17% in the first half of 2023, its second strongest first half performance this century. Though welcome, this occurrence strayed far from most strategists’ predictions back in January; the consensus then was a weak first half and a stronger back half of 2023. At that time, the landmarks on the investment landscape were mostly gloomy: high inflation, rising interest rates, and poor returns from both stocks and bonds in the just-ended 2022; the S&P 500® had dropped by approximately 19% last year and the Aggregate Bond Index had fallen by approximately 15%.

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

Financial Planning Blog October 2025
Overlooked Retirement Expenses (And How to Plan for Them)
Thursday, October 2, 2025

Small Cap Stocks: Start of a New Cycle
After 18 months of false rallies, the Russell 2000® Index (“Index”) reached new highs for the first time in over three a...
Friday, September 26, 2025

Financial Planning Blog September 2025
Why Market Highs Feel So Scary (even when history says "relax")
Monday, September 1, 2025

Palisade named one of New Jersey's Best Places to Work 2025
Palisade Capital Management is officially one of New Jersey’s Best Places to Work 2025, as named by NJBIZ! This award, b...
Tuesday, August 19, 2025