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September 17, 2024

September Starts with Market Volatility and Weaker Employment

The start of September saw volatility increase and equity markets take a step back as markets reassessed the direction of the economy, magnitude of rate cuts, and high expectations for growth investment themes such as artificial intelligence. Fixed income moved conversely with the aggregate bond index putting in its highest close in two years...
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August 23, 2024

Market Reflections: Pallas Capital’s Strategic Focus Amid Market Calm

Following a few weeks of turbulence in the financial markets, a calmer week allowed the Pallas team to refocus on mid- and long-term priorities. As we reviewed the market and macroeconomic developments from last week, the following topics were top of mind for our investment team...
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July 12, 2024

The Latest Employment Data is in support of Rate Cuts

Last week’s job data release showed that the unemployment rate is rising, and payroll growth is slowing. As illustrated in the chart below, the unemployment rate has risen to 4.1%, the highest in over two years, and the number of jobs being filled has steadily declined...
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Market Commentary

July 26, 2024

Investment Markets Continue Gains in 2024 but Narrowness of Returns Accelerates

Following a strong first quarter marked by reduced expectations for rate cuts by the Federal Reserve, investors went into the second quarter apprehensive about the inflation forecast. A series of hotter-than-expected inflation readings in April sent stocks and bonds lower, but the weight on markets began to lift in May as the outlook for inflation expectations started to look more favorable...
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April 11, 2024

Stock Market Continues on a Roll in 2024 while Fixed Income Takes a Pause

Stock prices pushed higher in the first quarter despite diminished expectations for Federal Reserve rate cuts in 2024 which weighed negatively on fixed income. The Russell 1000 index rose 10.3% in the first quarter. This strong performance came despite many factors that could have caused stock prices to fall...
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January 5, 2024

Financial Markets Finish a Strong 2023 Pulling Forward Some of the Positive Catalysts for 2024

Financial markets finished the year on a strong note and defied the bearish sentiment entering the year. Sparked by high inflation, rising rates, and geopolitical concerns, the market entered 2023 with expectations for a recession. However, the real story of 2023 was a resilient U.S. consumer, growth in gross domestic product (GDP), and positive revisions to corporate earnings...
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Planning Commentary

August 9, 2024

Decoding the 10-Year Rule for Inherited IRAs

If you’ve been puzzled over when to start taking distributions, you’re not alone. The wait is over, and we’ve finally got some clarity.
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June 7, 2024

The 2017 Tax Cuts and Jobs Act and the Setting Sun

This newsletter provides an overview of the current individual income tax, estate tax, and gift tax environment and outlines some of the major provisions of the 2017 Tax Cuts and Jobs Act (TCJA) that are set to expire...
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April 18, 2024

Understanding the Options with Concentrated Stock Positions

We regularly sit in client meetings where the central topic revolves around the precarious balance of risk and reward tied to a single, oversized stock position. In these encounters, clients often acknowledge the dangers lurking within their investment strategy, yet find themselves trapped by a web of complexities, making it challenging to take decisive action...
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News and Announcements

July 22, 2024

Pallas Capital Advisors Appoints Gaurav Mallik as Chief Investment Officer to Expand Investment Strategies

Pallas Capital Advisors is pleased to announce Gaurav Mallik has been appointed as its new Chief Investment Officer. With over two decades of institutional investment experience, Gaurav will oversee all investment strategies at Pallas Capital Advisors, bringing valuable skills to enrich the firm's investment platform and portfolio selection strategies.
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October 25, 2023

Pallas Capital propels forward on Forbes America’s Top RIA Firms list

Pallas Capital Advisors, LLC ("Pallas Capital"), is delighted to announce its noteworthy achievement of earning a spot within the top 50 on the Forbes America's Top RIA Firms list. Among more than 15,000 RIAs in America, this recognition underscores the remarkable growth, dedication, and expertise exemplified by Pallas Capital, a prominent independent financial planning and investment advisory firm.
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October 3, 2023

Pallas Capital Welcomes Game-Changing $110 Million Next-Gen Advisor to the Roster

Andrew manages over $100 million and personifies the emerging generation of financial advisors, infusing the industry with fresh perspectives, innovation, and deep expertise. With years of financial planning and investment strategy experience, Andrew is well-positioned to serve as a role model and contribute significantly to the firm’s next-generation initiatives.
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Webcasts

September 27, 2024

Planning for Medicare – What to Know

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September 5, 2024

Before the Fed Brings Down the Hammer: Our Take on What It Means for Investors

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August 9, 2024

Investors’ fresh perspective on geopolitical hotspots around the globe

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Podcasts

September 27, 2024

Ep. 96: Planning for Medicare – What to know

September 5, 2024

Ep. 95: Before the Fed Brings Down the Hammer: Our Take on What It Means for Investors

August 23, 2024

Ep. 94: Market Reflections: Pallas Capital’s strategic focus amid market calm

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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