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Week In Review

September 15, 2023

After a Tough Couple of Years, Bonds Positioned to Play a Role in Diversified Portfolios…

The release of this week’s Consumer Price Index data for August revealed a rise in inflation compared to July. Though still lower than the previous year, the data suggests that the trajectory of interest rates looks likely to be higher for longer...
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September 1, 2023

Navigating Economic Trends: Financial Performance Amidst Persistent Inflation and Elevated Interest Rates…

Financial markets continue to closely monitor the direction of inflation, economic activity, and Federal Reserve Policy. In the past week, data has been released on employment openings, the latest changes in personal consumption expenditure and Federal Reserve Chairman Powell elaborated on Fed policy at the group’s annual meeting at Jackson Hole...
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August 4, 2023

U.S. Debt Downgrade Mostly met with Resilience…

On August 1, Fitch Ratings, a credit rating agency, downgraded the credit rating of U.S. Government debt one notch, from ‘AAA’ to ‘AA+.’ The rating agency had warned that it might make this step several months ago during the U.S. debt ceiling standoff...
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Market Commentary

July 14, 2023

Second Quarter Performance – A Solid Halftime Report for 2023 Markets

Major stock market indices made significant gains in the second quarter, adding to the gains in the first quarter of the year due to improving inflation, slowing Fed rate hikes, the absence of a recession, a more stable banking sector, and a strong rally in tech stocks...
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October 7, 2022

Third Quarter Performance – Q3 2022

Financial markets were very volatile in the third quarter of 2022 and ultimately ended weaker across the board following a drawdown in September. The drop in markets occurred following stubbornly high inflation data and particularly hawkish comments by the Federal Reserve that further tightening policy was deemed necessary...
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July 8, 2022

Second Quarter Performance, Outlook for Remainder of Year – Q2 2022

The second quarter of 2022 saw an accelerated deterioration in financial markets following a weak first quarter, resulting in the worst first half of a year’s performance in decades...
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Planning Commentary

August 11, 2023

The “R” in IRS Stands for “Revenue” (and they want to see it)

Earning over $145,000 from your employer in 2023? Be prepared to lose another tax deduction next year. Starting in 2024, a change in tax rules will affect “high-earning” Americans making catch-up contributions to their 401(k) retirement accounts. Currently, those aged 50 and older can make extra contributions to their 401(k)s using pre-tax money, with a limit of $7,500 extra (up to $30,000 total) for 2023.
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June 22, 2023

Doing Well By Doing Good – Expanded by SECURE Act 2.0

As a result of the SECURE 2.0 Act, retirees who want to benefit charity now have expanded options. Individuals who have reached age 70½ can now reduce their tax bills by making a once-in-a-lifetime gift to charity from their retirement account (a Qualified Charitable Distribution, or QCD) of up to $50,000, and the inclusion of charitable trusts or Charitable Gift Annuities (CGAs) as eligible charities provides a way to receive income while making the $50,000 QCD.
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February 17, 2023

Key Tax Data and Financial Planning Updates for 2023

It’s the beginning of a new year, and so now is the to time review some of the key tax changes for 2023, including tax rates, thresholds, limitations, and exemptions for 2023. We’ll also offer important planning considerations in light of this information...
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News and Announcements

July 12, 2023

Pallas Capital Advisors Welcomes $175 Million Wealth Management Team

Pallas Capital Advisors, LLC ("Pallas Capital"), is pleased to announce that a financial planning team, led by Damien DePeter and Michael McCarthy, joined the growing team of experienced independent wealth advisors and client relationship managers at the firm.
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June 28, 2023

Pallas Capital lands five wealth planners on AdvisorHub Top 100 list

Per Pallas Capital's CEO Rich Mullen, "We are honored to have five advisors from four different offices earn these accolades. From New Hampshire to Boston to New Jersey, each advisor excels in their unique area of expertise and is skilled at leveraging Pallas' innovative investment model and extensive access to alternative and traditional offerings to help preserve and grow clients' wealth."
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February 15, 2023

Pallas Capital’s Shannon Smith ranked among Forbes Best Women Advisors

Shannon serves as Pallas Capital's Director of Planning and Client Experience. Smith considers herself a personal CFO to her clients, a responsibility she treasures and finds enormously rewarding. "I honor the trust my clients place in me as a steward of their wealth. As a fiduciary, I'm not hired to tell clients what they want to hear, instead my role is to offer direct, sometimes tough, advice for helping ensure they retain and grow their wealth."
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Webcasts

September 8, 2023

Current trends in the economy, inflation, interest rates, and implications for stock and bond markets

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June 9, 2023

Pallas Capital Investment Team and Carlyle’s Brian Marcus Discuss the Potential Economic Impact of Recent Events

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April 21, 2023

The advantage of partnering with an investment banker before your next business transaction

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Podcasts

September 15, 2023

Ep. 72: After a tough couple of years, bonds positioned to play a role in diversified portfolios

September 8, 2023

Ep. 71: Market Update

September 6, 2023

Ep. 70: Navigating Economic Trends – Financial Performance Amidst Persistent Inflation and Elevated Interest Rate

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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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