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
.jpg)
Lorraine R. Salvo, CFP®, CDFA®
Managing Director,
Private Wealth Management

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...