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Week In Review

July 12, 2024

The Latest Employment Data is in support of Rate Cuts

Last week’s job data release showed that the unemployment rate is rising, and payroll growth is slowing. As illustrated in the chart below, the unemployment rate has risen to 4.1%, the highest in over two years, and the number of jobs being filled has steadily declined...
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May 31, 2024

Positive Corporate Earnings Have Been Supportive of Equities

At this late stage of the first quarter earnings season for 2024, S&P 500 companies continue to perform well compared to expectations, resulting in both attractive year-over-year growth and increased earnings expectations for the calendar years 2024 and 2025.
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May 17, 2024

Inflation Data Under Expectations for the First Time in Months

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...
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Market Commentary

April 11, 2024

Stock Market Continues on a Roll in 2024 while Fixed Income Takes a Pause

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...
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January 5, 2024

Financial Markets Finish a Strong 2023 Pulling Forward Some of the Positive Catalysts for 2024

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...
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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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Planning Commentary

June 7, 2024

The 2017 Tax Cuts and Jobs Act and the Setting Sun

This newsletter provides an overview of the current individual income tax, estate tax, and gift tax environment and outlines some of the major provisions of the 2017 Tax Cuts and Jobs Act (TCJA) that are set to expire...
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April 18, 2024

Understanding the Options with Concentrated Stock Positions

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...
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February 2, 2024

Planning Strategies and Key Data for 2024

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...
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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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Webcasts

July 2, 2024

6 Essential Networking Tips for College Students, Post Grads, and Anyone Looking to Elevate Their Networking

Ready to unlock more opportunities, build amazing connections, foster relationships and embark on thrilling adventures?
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April 25, 2024

Understanding the Options with Concentrated Stock Positions

Join Pallas CEO and Founder Rich Mullen and Pallas President, Chief Operating Officer and Director of Planning James Landry, ChFC®, as they delve into a range of strategies when dealing with a concentrated stock position...
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March 25, 2024

What’s in Store for ’24

The Pallas Investment Team and Chief Economist Torsten Slok of Apollo Global Management sit down for a go-everywhere discussion
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Podcasts

July 12, 2024

Ep. 92: The Latest Employment Data is in support of Rate Cuts

July 1, 2024

Ep. 91: 6 Essential Networking Tips for College Students, Post Grads, and Anyone Looking to Elevate Their Networking…

June 12, 2024

Ep. 90: The 2017 Tax Cuts and Jobs Act and the Setting Sun

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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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