Financial Planning Blog: January 2024

How Are You Invested?
Every now and then, it’s useful to take a step back and reflect upon your financial journey. Self-awareness and a clearer perspective can help you make better decisions about the things most important to you, such as navigating your career, managing your family life, or giving back. In addition, changes to your situation and evolving financial goals may impact how you choose to invest your savings.

Fourth Quarter Review and Outlook 2025
What just happened? In a challenging environment – geopolitical, fiscal, and otherwise – markets showed tremendous resil...

Palisade Capital Management Appoints Christopher Henderson to Operating Committee
Palisade Capital Management announced today that Christopher Henderson, CFA has been appointed to the firm’s Operating C...

Dan Veru Appears on Fox Business
Dan Veru, Palisade Capital Management CIO, discusses his views on profitable small caps in 2026

Hassan Shah Joins Palisade Capital Management
Fort Lee, NJ — December 18, 2025 — Palisade Capital Management is pleased to announce that Hassan Shah has joined the fi...

Kelly Lynch-Moloney, CFP® Joins Palisade Capital Management
Fort Lee, NJ — December 8, 2025 — Palisade Capital Management is pleased to announce that Kelly Lynch-Moloney, CFP® has ...

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...
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