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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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Week Review
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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Week 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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Week In Review

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...
Read More View PDF
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...
Read More View PDF
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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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

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.
Read more..
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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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.

Pallas Capital ADVISORS is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Pallas Capital Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Pallas Capital Advisors unless a client service agreement is in place.

Advisory services are only offered to clients or prospective clients where Pallas Capital Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Pallas Capital Advisors unless a client service agreement is in place.

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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