SECURE ACT 2.0 Video #2: Charitable giving
Wednesday, March 29, 2023
Watch our latest video about the expanded rules of charitable giving with QCDs and how they may help you support your favorite causes.
In the second edition of our SECURE Act video series, Lorraine Salvo, CFP®, CDFA®, Managing Director, Private Wealth Management & Head of Financial Planning, explains the expanded rules of charitable giving with QCDs and how they may help you support your favorite causes. Contact us to learn more about how we can help you create a giving strategy or address your other financial planning goals.
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, ...
Thursday, November 7, 2024
Trump Victory: What Lies Ahead for Markets?
Markets rallied strongly today following President Trump's decisive victory. Palisade Chief Investment Officer Dan Veru...
Tuesday, November 5, 2024
The Presidential Election: Policy Implications for Financial Markets
Click here to watch an informative virtual discussion in advance of the 2024 election, led by Palisade Capital Managemen...
Monday, October 21, 2024
NJBIZ Women's Leadership Summit
Palisade is proud to be a Supporting Sponsor of the NJBIZ Women's Leadership Summit, to be held on November 14 in Somers...
Thursday, October 17, 2024
Palisade Nationally Re-certified as Women's Business Enterprise
We are honored to have been nationally re-certified as a Women's Business Enterprise by the Women's Business Enterprise ...
Wednesday, October 9, 2024
Third Quarter Review and Outlook
What Just Happened? The U.S. equity market (S&P 500®) rose by 5.9% in the third quarter, its third back-to-back quarterl...