News & Insights
We share our insights and perspectives on the economy, the markets, and financial planning to keep you informed on our thinking and approach.
Divorcing After 50? There's a Special Financial Advisor for That
We are proud to share that Lorraine Salvo, CFP, CDFA, Palisade’s Head of Financial Planning, was recently featured as an...
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...
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...
Veru: Starting first phase of potential 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...
Financial Planning Blog October 2025
Overlooked Retirement Expenses (And How to Plan for Them)
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...
Financial Planning Blog September 2025
Why Market Highs Feel So Scary (even when history says "relax")
Palisade named one of America’s Top RIAs for 2025 by Financial Advisor
We’re honored to share that Palisade Capital Management has been named one of America’s Top RIAs for 2025 by Financial A...
Financial Planning Blog August 2025
Five Powerful Money Lessons: Not Taught in School (But Essential in Life)
Palisade Recognized by NJBIZ "In the Lead 2025: Women Owned Businesses" List
We’re thrilled to announce that Palisade has been recognized by NJBIZ in its "In the Lead 2025: Women Owned Businesses" ...
Financial Planning Blog July 2025
How AI Scams Are Fooling Smart People And What You Can Do About It
Jason Yoo Joins Palisade Capital Management
Jason Yoo Joins Palisade Capital Management as Managing Director, Private Wealth Management
Second Quarter Review and 2025 Outlook
What just happened? In a quarter that opened with the tumult of a massive new tariff regime-in-formation, markets showed...
Financial Planning Blog June 2025
Travel Safer and Smoother: Tips for the Modern Jetsetter
Financial Planning Blog May 2025
Navigating High-Net-Worth Challenges: 6 Key Wealth Concerns & How to Address Them
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Market Update: Stocks Rally on Easing Tariff Fears, Strong Corporate Profits, and Less Risk of a Recession
Palisade Chief Investment Officer Dan Veru provides a quick video update on the markets as of the close on May 14, 2025....
Market Update: U.S. Stocks Rebound from April Lows
Palisade Capital Management, LP Chief Investment Officer Dennison T. Veru provides a quick video update on the markets a...
Market Update: Markets Rebound as Tariff Uncertainties Start to Recede
Palisade Chief Investment Officer Dan Veru provides a quick video update on the markets as of the close on April 15, 202...
Market Update: Tariffs and Continued Market Uncertainty
Palisade Capital Management, LP Chief Investment Officer Dennison T. Veru provides a quick video update on the markets a...
Trade Policy Update- Market Reaction to Historic Shift in Trade
On April 2, 2025, President Trump finally announced his administration's tariff policy, which was viewed by many as more...
Financial Planning Blog April 2025
Building Your Business Legacy: Strategies for Leadership, Succession, and Growth
First Quarter Review and 2025 Outlook
Volatility and uncertainty led the way through the start of 2025, with markets digesting the new administration's econom...
Small/Smid Cap Stocks: The Overlooked Asset Class 2.0
Warren Buffet famously said, “The stock market is a device for transferring wealth from the impatient to the patient.” A...
Market Update: Are Stocks at a Bottom?
As we begin another volatile week for stocks, Palisade Chief Investment Officer Dan Veru discuses a slew of economic dat...
Palisade Renews Lease at One Bridge Plaza in Fort Lee, NJ
Renewing our lease reaffirms our commitment to delivering high-quality investment solutions while staying rooted in a co...
Market Update: Analyzing Recent Volatility
Near-term headlines have caused stocks to be volatile. In this update video, Palisade Senior Partner and Chief Investme...
Financial Planning Blog March 2025
What frustrates you about taxes?
Palisade Capital Management Announces New Equity Partner; Employee Promotions
Palisade Capital Management, LP, an independent woman-led and majority woman-owned registered investment advisor with ap...
Palisade Earns BBB Accreditation
Palisade is proud to announce our achievement of Accreditation with the Better Business Bureau®.
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...
Financial Planning Blog February 2025
Creating Multigenerational Wealth: Strategies For Each Generation; How to Build and Preserve Generational Wealth
Financial Planning Blog January 2025
Financial chats with family make you nervous? Having Money Talks?
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 capitalization s...
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! ...
Financial Planning Blog December 2024
The Surprising & Undeniable Power of Simple Lists in Financial Planning
Financial Planning Blog November 2024
Why your money story matters & what it says about you!
Dan Veru Appears on CNBC
Palisade Chief Investment Officer Dan Veru appeared on CNBC this morning to discuss US interest rates, the China trade, ...
Trump Victory: What Lies Ahead for Markets?
Markets rallied strongly today following President Trump's decisive victory. Palisade Chief Investment Officer Dan Veru...
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...
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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...
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 ...
Financial Planning Blog October 2024
The Burnout and Willpower Gap: 7 Simple Hacks to Beat the Willpower Gap and Stay Focused on Your Goals
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...
Short Duration Bonds: Opportune Time for Investing
With the Federal Reserve’s long-awaited rate-cutting cycle now underway, multiple factors are converging that we believe...
The Fed Lowers Interest Rates - What Does This Mean for the Market and Economy?
Palisade Capital Management Chief Investment Officer Dan Veru shares his views on interest rate cuts and our thoughts on...
Financial Planning Blog September 2024
Creative Alternatives to Traditional Retirement: Tailor Your Retirement to Fit Your Needs & Live Out Your Dreams
Noreen Drohan Joins Palisade Capital Management
Noreen Drohan joins Palisade Capital Management as Senior Vice President, Head of Consultant Relations.
Small/Smid Cap Market Update
Palisade Chief Investment Officer Dan Veru shares our current thoughts on stocks – small and smid-caps in particular - a...
Dan Veru Appears on CNBC's "Worldwide Exchange"
Palisade Senior Partner and Chief Investment Officer Dennison T. Veru appeared on CNBC this morning to discuss current m...
Financial Planning Blog: August 2024
How To Be a Smarter Investor in Uncertain Times - Six Open Secrets of Smart Investors
Market Update: Volatility Returns to Stocks
Palisade Capital Management, LP Chief Investment Officer Dennison T. Veru shares his views on recent market volatility a...
Small/Smid Cap Stocks: The Overlooked Asset Class
A lot has happened in the small- and smid-cap markets over the past few weeks; here are our thoughts on recent political...
Second Quarter Review and Outlook
What Just Happened? The U.S. equity market (S&P 500® Index) notched a gain of nearly 4% in the June quarter.
Financial Planning Blog: July 2024
Estate Planning Mistakes & How to Avoid Them
Go from Good Intentions––to a Great Estate Plan
Financial Planning Blog: June 2024
Decades of Freedom: How Longevity Can Impact Your Retirement
Small/Smid Cap Stocks: The Overlooked Asset Class
An Overtightened Spring Positioned to Uncoil
James Valan Joins Palisade Capital Management
James Valan joins Palisade Capital Management as Senior Associate, Marketing & Client Service
Financial Planning Blog: May 2024
Planting Fresh Habits this Spring
Omar Majumdar Joins Palisade Capital Management
Omar Majumdar joins Palisade Capital Management as Associate, Investment Performance & Reporting Analyst
Convertible Securities: The Asset Class
What are Convertible Securities?
Convertibles are hybrid corporate securities that embody the characteristics of both bo...
Chris Mashia, CFA Joins Palisade Core Equity Team
Palisade Capital Management, LP is pleased to announce Chris Mashia, CFA has joined the firm as Senior Vice President, C...
Financial Planning Blog: April 2024
The Biggest Financial Pressures Facing Retirees (and How to Plan for Them)
Palisade Capital Management, LP Celebrates Controller Donna Szczupak's Retirement
Palisade Capital Management, LP recently celebrated the forthcoming retirement of Donna Szczupak, our long-time Controll...
First Quarter 2024 - Review and Outlook
What Just Happened? Last year’s bull market stormed into 2024.
Financial Planning Blog: March 2024
Strategies for Balancing Family and Financial Security
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Artificial Intelligence - The Catalyst for Business and Health Care Innovation
On Wednesday, April 10, 2024, Palisade Senior Partner and Chief Investment Officer Dan Veru led an exciting discussion a...
Women and Money: Taking the Fear Out of Investing
Did you miss our webinar? Watch it on demand.
Dan Veru Appears on CNBC's "Worldwide Exchange"
Chief Investment Officer Dennison T. Veru appeared on CNBC this morning to discuss the current market environment and op...
Celebrate Women Who Lead
We are proud to share that Palisade Managing Partner, President & CEO Alison Berman and Managing Director and Head of Fi...
Financial Planning Blog: February 2024
Is Your Will Outdated?
Anastasia Karpoff joins Palisade Capital Management
Anastasia Karpoff joins Palisade Capital Management as Vice President, Controller.
2023 Review and 2024 Outlook
Putting 2023 in Perspective. 2023 rewarded American investors as richly as 2022 hurt them.
Financial Planning Blog: January 2024
How Are You Invested?
January Market Update
In this webinar, Palisade Senior Partner and Chief Investment Officer Dan Veru summarized what happened in the economy a...
Palisade Promotes Dawn R. Brock and Garo Norian to Associate Portfolio Manager Roles; Retains Search Firm
Palisade Capital Management, LP is pleased to announce that Dawn R. Brock and Garo Norian, CFA have been promoted to Ass...
Dan Veru Appears on CNBC's "Worldwide Exchange"
Chief Investment Officer Dennison T. Veru appeared on CNBC this morning to discuss how markets have performed to start o...
Palisade Capital Management Certified By the Women's Business Enterprise National Counsel
Palisade Capital Management, LP, a registered investment adviser currently managing over $4 billion of assets for instit...
Financial Planning Blog: December 2023
Set Yourself Up for Success
Palisade Mourns the Unexpected Loss of Partner Kyle Kavanaugh
With profound sorrow and a heavy heart, Palisade Capital Management, LP announces the sudden and unexpected passing of P...
Financial Planning Blog: November 2023
Americans are incredibly generous. If you are considering making a charitable donation this year, please read our month...
Regime Change – Higher for Longer and the Case for Profitable Companies
When the Federal Reserve Chair shares his game plan and then follows through, we believe it makes sense to take him at h...
Financial Planning Blog: October 2023
Do you Need a Financial Plan?
Third Quarter 2023 Review and Outlook
Regime Change. The S&P 500® Index fell by about 3% in the third quarter. Most other American stock indices fared similar...
Dan Veru Appears on CNBC's "Worldwide Exchange"
Chief Investment Officer Dennison T. Veru appeared on CNBC this morning to discuss how higher rates are impacting the ma...
Financial Planning Blog: September 2023
Wealth Planning for Blended Families
Palisade Capital Management Supports IDAC Global Summit
We are pleased to be a supporter of the IDAC Global Summit that took place on September 19-20, 2023 in Chicago.
Palisade Capital Management Included in CNBC FA100 Ranking
Palisade Capital Management is proud to be included in CNBC’s Financial Advisor (FA) 100 rankings for the fourth year in...
Dan Veru Appears on CNBC's "Worldwide Exchange"
Chief Investment Officer Dennison T. Veru appeared on CNBC this morning to discuss the global markets and the Fed
Financial Planning Blog: August 2023
Mid-year Tax Planning
Palisade Capital Management Named a Top RIA by FA Magazine
Palisade Capital Management, LP has been recognized by Financial Advisor magazine as one of the top registered investmen...
Christopher Henderson joins Palisade Capital Management
Palisade Capital Management, LP is pleased to announce Christopher Henderson has joined the firm as Managing Director, H...
Financial Planning Blog: July 2023
Managing Risks to Better Protect Your Nest Egg
Q2 2023 Review and Second Half Outlook
A Great First Half. The S&P 500® Index gained 17% in the first half of 2023, its second strongest first half performance...
529 Plan Webinar
Learn how a 529 education savings plan can set your child or grandchild on the path to a college degree.
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC's "Worldwide Exchange"
Chief Investment Officer Dennison T. Veru appeared on CNBC this morning to discuss the economic data and earnings report...
Financial Planning Blog: May 2023
Financial Literacy in the Digital Age
Do You Own a Business?
Working on Your Business
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC's "Worldwide Exchange"
Chief Investment Officer Dennison T. Veru appeared on CNBC this morning to discuss why he believes the Fed is essentiall...
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Palisade Capital Management Announces New Equity Partners
Palisade Capital Management, LP, an independent woman-led and majority woman-owned registered investment advisor with ap...
Financial Planning Blog: April 2023
Saving for College
Q1 2023 Investor Commentary
Investors’ New Worry: Banks. Over the last year, we had growing concerns that something would break in the financial sys...
SECURE ACT 2.0 - Video #3: Required Minimum Distributions
Are you approaching retirement age? Do you know when you need to start taking your Required Minimum Distributions?
De-Globalization and the Changing World Order
On Thursday, March 30, 2023, Palisade sponsored an exciting discussion about the future of finance led by Chief Investme...
SECURE ACT 2.0 Video #2: Charitable giving
Watch our latest video about the expanded rules of charitable giving with QCDs and how they may help you support your fa...
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC's "Worldwide Exchange"
Chief Investment Officer Dennison T. Veru appeared on CNBC this morning to discuss the Fed's most recent interest rate h...
SECURE ACT 2.0 Video #1: 529 Plans
Are you planning to help your loved ones with the cost of a college education?
Contemplating Divorce?
When it’s Time to Move on
SECURE ACT 2.0: Series Introduction
Have you heard about the SECURE Acts, but are not quite sure what they mean for you?
Financial Planning Blog: March 2023
Are You Caught in the Middle?
Financial Planning Blog: February 2023
Things to Know During Tax Season
Negotiating Compensation
How to prepare when it’s time to make a move
Q4 2022 Investor Commentary - 2022 Review…and Outlook
2022 was a rough year for investors. The equity market, as gauged by the S&P 500® Index, fell about 20% last year – the ...
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Dan Veru, Co-Chairman and Chief Investment Officer of Palisade Capital Management, joined CNBC to discuss market implica...
Palisade Capital Management Shows Holiday Spirit
At Palisade Capital Management, we’ve been “All Wrapped Up” giving to local families in need through the Bergen Voluntee...
Market Update
On December 14, 2022, Palisade Capital Management Chief Investment Officer Dennison Veru shared his latest market update...
Small and Small-Mid (“SMID”) Cap Equities and the Case for Core: Mitigating the Perils of Concentration Risk and Overdiversification
As institutional investors continue to search for solutions to help meet their risk and return objectives, small and smi...
Short Duration Convertible Bonds: A Compelling Alternative to Traditional Fixed Income
The U.S. Federal Reserve’s fight against inflation through increases in the Fed Funds rate and quantitative tightening h...
Post-Election Market Update
Palisade Capital Management Co-Chairman and Chief Investment Officer Dennison Veru shared his post-election update and o...
Palisade Capital Management Ranked Among Top 100 Financial Advisors by CNBC
Palisade Capital Management is pleased to have been recognized in CNBC’s Financial Advisor (FA) 100 rankings for the thi...
The Future of Finance: Digital Assets, Cryptocurrency, Decentralized Finance
On April 7th, 2022, Palisade Capital Management was proud to co-sponsor the 25th Annual Theodore D. Veru Symposium entit...
