Trade Policy Update- Market Reaction to Historic Shift in Trade
Thursday, April 3, 2025
On April 2, 2025, President Trump finally announced his administration's tariff policy, which was viewed by many as more aggressive than expected triggering a global sell-off for risk assets as investors digest the news. In this market update, we share our most recent thinking on the way forward and how to position client portfolios.

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

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
