2023 Review and 2024 Outlook
Putting 2023 in Perspective. 2023 rewarded American investors as richly as 2022 hurt them. The benchmark S&P 500® Index returned over 26% in 2023 versus a 20% drop the prior year. Other U.S. equity indices outshone even the S&P 500®, such as the technology-focused NASDAQ, which rose by 45% after a miserable 2022 (down 33%).
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...
