Financial Planning Blog: February 2023
Tuesday, February 28, 2023

Things to Know During Tax Season
For the past few weeks, envelopes marked “Important Tax Information” have been trickling into your mailbox. In addition to keeping your paperwork (or electronic files) organized for your accountant or to make the process easier for yourself, here are some important reminders about preparing to file your taxes.

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...
Thursday, January 8, 2026

Dan Veru Appears on Fox Business
Dan Veru, Palisade Capital Management CIO, discusses his views on profitable small caps for 2026
Monday, January 5, 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...
Thursday, December 18, 2025

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 ...
Monday, December 8, 2025

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...
Friday, December 5, 2025

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...
Monday, November 10, 2025