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.
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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....
Wednesday, 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...
Thursday, May 1, 2025
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...
Tuesday, April 15, 2025
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...
Tuesday, April 8, 2025
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...
Thursday, April 3, 2025
Financial Planning Blog April 2025
Building Your Business Legacy: Strategies for Leadership, Succession, and Growth
Thursday, April 3, 2025
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...
Tuesday, April 1, 2025
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...
Monday, March 31, 2025
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...
Monday, March 24, 2025
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...
Wednesday, March 12, 2025
Market Update: Analyzing Recent Volatility
Near-term headlines have caused stocks to be volatile. In this update video, Palisade Senior Partner and Chief Investme...
Wednesday, March 12, 2025
Financial Planning Blog March 2025
What frustrates you about taxes?
Tuesday, March 11, 2025
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...
Monday, March 3, 2025
Palisade Earns BBB Accreditation
Palisade is proud to announce our achievement of Accreditation with the Better Business Bureau®.
Wednesday, February 26, 2025
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...
Friday, February 14, 2025
Financial Planning Blog February 2025
Creating Multigenerational Wealth: Strategies For Each Generation; How to Build and Preserve Generational Wealth
Tuesday, February 4, 2025
Financial Planning Blog January 2025
Financial chats with family make you nervous? Having Money Talks?
Monday, January 13, 2025
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...
Tuesday, January 7, 2025
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! ...
Wednesday, December 18, 2024
Financial Planning Blog December 2024
The Surprising & Undeniable Power of Simple Lists in Financial Planning
Wednesday, December 11, 2024
Financial Planning Blog November 2024
Why your money story matters & what it says about you!
Friday, November 15, 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...
Wednesday, October 9, 2024
