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Week Review
December 1, 2023

Economic Indicators Point to a Downturn, Yet a Goldilocks Outlook Sparks Excitement

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...
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Quarterly Perspectives
November 17, 2023

It’s Year End! Time to Plan Ahead

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...
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Market Commentary
November 3, 2023

Rising Long-Term Yields Casts a Shadow on Third Quarter 2023 Financial Performance

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.
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Week In Review

December 1, 2023

Economic Indicators Point to a Downturn, Yet a Goldilocks Outlook Sparks Excitement

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
September 29, 2023

Leading Economic Indicator Signals a Potential Brake on Rising Rates

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...
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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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Market Commentary

November 3, 2023

Rising Long-Term Yields Casts a Shadow on Third Quarter 2023 Financial Performance

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.
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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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Planning Commentary

November 17, 2023

It’s Year End! Time to Plan Ahead

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...
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October 13, 2023

Estate Tax Planning – Intelligent Gifting for High-Net-Worth Couples

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)...
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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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News and Announcements

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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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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Listen and Watch

July 25, 2022

Special Edition: Understanding the Implications of the Ukrainian Invasion
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July 7, 2022

Market Update: July 8th – Inflation 2022
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June 30, 2022

Planning Update: Roth IRA vs. traditional IRA
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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. 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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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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