Pallas Perspective

Home » Pallas Perspective

Latest Perspective

The Consumer Price Index (CPI) showed an increase of 0.3% in April from March, which was less than expectations of a 0.4% rise. Core inflation rose 3.6% on an annual basis, the lowest reading excluding - food and energy since April 2021...
Read More View PDF
The Fed decided to leave interest rates unchanged after the Federal Open Market Committee (FOMC) meeting that ended on May 1. This move was widely anticipated by investors and markets. The target range for the federal funds rate remains at 5.25% to 5.50%, where it has held steady since last summer...
Read More View PDF
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...
Read More View PDF

Week In Review

The Consumer Price Index (CPI) showed an increase of 0.3% in April from March, which was less than expectations of a 0.4% rise. Core inflation rose 3.6% on an annual basis, the lowest reading excluding - food and energy since April 2021...
Read More View PDF
The Fed decided to leave interest rates unchanged after the Federal Open Market Committee (FOMC) meeting that ended on May 1. This move was widely anticipated by investors and markets. The target range for the federal funds rate remains at 5.25% to 5.50%, where it has held steady since last summer...
Read More View PDF
Valuation within the U.S. equity market is not a static measure through time. An assessment of fair valuation considers factors in the macro environment, such as economic growth, inflation, and interest rates, as well as geopolitical and idiosyncratic factors, such as individual company market opportunity, growth, operational execution, and balance sheet strength...
Read More View PDF

Market Commentary

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...
Read More View PDF
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...
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

Planning Commentary

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...
Read More View PDF
As we embark on a new year, it’s time again to delve into the Key Financial Data for 2024. Our Financial Planning newsletter this month features a link to our annual compilation, covering a spectrum of tax rates, thresholds, limitations, and exemptions for the year...
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

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