Q4 2022 Investor Commentary - 2022 Review…and Outlook
Friday, January 13, 2023
2022 was a rough year for investors. The equity market, as gauged by the S&P 500® Index, fell about 20% last year – the worst year for stocks since the Great Financial Crisis of 2008. Bonds, a usually safe investment, suffered too, as the widely-cited Barclays Aggregate Bond Index dropped by 17% (bond prices fall when rates rise).
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
