SECURE ACT 2.0: Series Introduction
In this 3-part series, Lorraine Salvo, CFP®, CDFA®, Managing Director, Private Wealth Management & Head of Financial Planning, explains how the SECURE Act and SECURE Act 2.0 affect 529 Plans, charitable giving, and Required Minimum Distributions. Stay tuned in the coming days!
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...
