First Quarter 2024 - Review and Outlook
What Just Happened? Last year’s bull market stormed into 2024. The S&P 500® Index of large stocks returned over 10% in the March quarter, one of the best first quarters of this century. The other major U.S. equity indices – the Dow Jones Industrial Average and the NASDAQ Composite Index – enjoyed similarly strong March quarters, up 6% and 9%, respectively. These star turns were anchored in economic strength: U.S. real gross domestic product (GDP) surged by 3.4% in the December 2023 quarter, well above the economy’s 10-year average annual growth rate of 2%.
Bernard Picchi, CFA
Managing Director,
Private Wealth Management
Wendy Popowich
Managing Director,
Private Wealth Management
Arely Quintanilla
Assistant Vice President,
Client Relations
Catherine Carpenter, FPQP®
Vice President,
Relationship Manager
Michael Feiler
Partner,
Private Wealth Management
Roseann Heffernan
Assistant Vice President,
Client Relations
Dennison T. Veru
Senior Partner,
Chief Investment Officer
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Lorraine R. Salvo, CFP®, CDFA®
Managing Director,
Private Wealth Management
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...
