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 similarly. This came after a ripping first half which saw the S&P 500® gain 16%. Often, when there’s an abrupt about-face in markets, analysts struggle to craft narratives that explain these turns. But no tortured narrative has been needed to explain this shift. The market’s recent swoon, which began late in the third quarter, can be traced directly to a sharp jump in U.S. interest rates.
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...
