Insights

Markets sent mixed signals in the third quarter. Interest rates rose, oil prices rose, and the Federal Reserve raised rates for the first time since 2023. Despite these headwinds, large cap stocks held up well on strong corporate earnings while small cap stocks declined under the pressure of higher interest rates. International equities were mixed with developing markets outperforming emerging markets.
Read More View PDF
A healthy retirement requires more than a well-diversified portfolio. It also requires a plan to manage healthcare costs, navigate Medicare, and prepare for potential long-term care needs.
Read More View PDF
Pallas Capital Advisors, LLC ("Pallas Capital"), is pleased to announce that Emily Richard, CFA, Vice President, Wealth Management, has joined the growing team of experienced independent wealth advisors and client relationship managers at the firm.
Read more..