First Quarter 2024 - Review and Outlook
Monday, April 8, 2024

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%.

Roseann Heffernan
Assistant Vice President,
Client Relations

Dennison T. Veru
Senior Partner,
Chief Investment Officer

Lorraine R. Salvo, CFP®, CDFA®
Managing Director,
Private Wealth Management & Head of Financial Planning

Michael Feiler
Partner,
Private Wealth Management

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

Financial Planning Blog July 2025
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Jason Yoo Joins Palisade Capital Management
Jason Yoo Joins Palisade Capital Management as Managing Director, Private Wealth Management
Monday, July 7, 2025

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What just happened? In a quarter that opened with the tumult of a massive new tariff regime-in-formation, markets showed...
Tuesday, July 1, 2025

Financial Planning Blog June 2025
Travel Safer and Smoother: Tips for the Modern Jetsetter
Monday, June 2, 2025

Financial Planning Blog May 2025
Navigating High-Net-Worth Challenges: 6 Key Wealth Concerns & How to Address Them
Friday, May 16, 2025

Market Update: Stocks Rally on Easing Tariff Fears, Strong Corporate Profits, and Less Risk of a Recession
Palisade Chief Investment Officer Dan Veru provides a quick video update on the markets as of the close on May 14, 2025....
Wednesday, May 14, 2025