Pallas Perspective

Home » Pallas Perspective

Latest Perspective

In assessing current risks and opportunities in the U.S. financial markets, having an understanding of the current position and anticipated direction of the economy in the coming year can establish a foundation for tactical positioning and risk assessment...
Read More View PDF
As we approach year-end, taxpayers should consider proactive measures to optimize their current tax situation and mitigate the risk of potential future tax increases. It is especially timely since, for taxpayers, time is running out to act before the end of 2023...
Read More View PDF
Major financial market indices retreated in the third quarter as the Federal Reserve discussed the possibility of maintaining higher short-term interest rates for an extended period, along with the rise in long-term bond yields and the resilience of the economy.
Read More View PDF

Week In Review

In assessing current risks and opportunities in the U.S. financial markets, having an understanding of the current position and anticipated direction of the economy in the coming year can establish a foundation for tactical positioning and risk assessment...
Read More View PDF
The Conference Board Leading Economic Index (LEI) provides an early indication of significant turning points in the business cycle. The release of August data for the LEI showed that the U.S. index declined by 0.4%. It is now down 3.8% over the past six months and 7.7% over the past twelve months, continuing the downward trend that began in the first quarter of 2022...
Read More View PDF
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...
Read More View PDF

Market Commentary

Major financial market indices retreated in the third quarter as the Federal Reserve discussed the possibility of maintaining higher short-term interest rates for an extended period, along with the rise in long-term bond yields and the resilience of the economy.
Read More View PDF
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...
Read More View PDF
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...
Read More View PDF

Planning Commentary

As we approach year-end, taxpayers should consider proactive measures to optimize their current tax situation and mitigate the risk of potential future tax increases. It is especially timely since, for taxpayers, time is running out to act before the end of 2023...
Read More View PDF
In the realm of tax laws, high-net-worth couples have found themselves with a unique opportunity. Since 2018, they’ve had a chance to safeguard their wealth from the clutches of federal estate taxes, all thanks to a helpful provision known as the Basic Exclusion Amount (BEA)...
Read More View PDF
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.
Read More View PDF

News and Announcements

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.
Read more..
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.
Read more..
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.
Read more..

Subscribe to Our Weekly Insights