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Week In Review

March 21, 2025

FOMC Released Rate Decision on Wednesday this Week

Key Insights and Implications of the Latest Federal Reserve

March 11, 2025

Market Developments and Policy Impacts

Over the last few weeks, markets have closely monitored various tariff threats from the administration. While most participants have viewed these comments through the lens of negotiations for “better” deals and stronger growth for the U.S. economy, recent actions and the enforcement of some tariffs have convinced investors that the administration is willing to inflict short-term pain on the economy.

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February 25, 2025

Market Developments and Policy Impacts

Over the last few weeks, markets have been closely monitoring various tariff threats from the administration. These concerns have been reflected in business surveys, which indicate a deterioration in outlook, in some cases directly linked to trade conflict. Notably, the flash February services PMI fell below 50 for the first time in over two years, signaling contraction.

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Market Commentary

January 14, 2025

Navigating Growth Amid 2025 Uncertainty

Investors have reason to smile as this year comes to a close, as all major asset classes posted positive returns for the fourth quarter and 2024 as a whole. Markets ignored most geopolitical risk..

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November 15, 2024

The Impact of the 2024 Presidential Election on Financial Markets

While presidential elections are considered consequential due to their influence on economic, healthcare, national security, and climate change policy, equity market returns throughout presidential terms tend to be positive...

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July 26, 2024

Investment Markets Continue Gains in 2024 but Narrowness of Returns Accelerates

Following a strong first quarter marked by reduced expectations for rate cuts by the Federal Reserve, investors went into the second quarter apprehensive about the inflation forecast.

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Planning Commentary

March 7, 2025

The Trump tax policy sunset: What it means for you

As the sun sets on key provisions of the Tax Cuts and Jobs Act (TCJA) of 2017, small business owners, families, and individuals must prepare for potential changes that could significantly impact their financial planning. With many tax benefits set to expire on December 31, 2025, understanding what’s at stake and how to navigate the transition is crucial.

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February 27, 2025

SECURE 2.0 Act – 2025 Changes

The SECURE 2.0 Act continues to reshape retirement savings in 2025, making it easier for workers to build their nest eggs. Building on the original SECURE Act of 2019, and the follow-up legislation of SECURE 2.0 in 2022, in 2025, several key provisions will take effect that could expand access to employer-sponsored retirement plans for more workers as well as allow workers who are ages 60-63 to contribute more.

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October 22, 2024

Medicare Open Enrollment: Don’t Miss Your Chance!

The Medicare Open Enrollment Period is here, running from October 15 to December 7. This is a crucial time to review your Medicare coverage to ensure it suits your healthcare needs for 2025. Changes made during this period will take effect on January 1, 2025.

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News and Announcements

July 22, 2024

Pallas Capital Advisors Appoints Gaurav Mallik as Chief Investment Officer to Expand Investment Strategies

Pallas Capital Advisors is pleased to announce Gaurav Mallik has been appointed as its new Chief Investment Officer. With over two decades of institutional investment experience, Gaurav will oversee all investment strategies at Pallas Capital Advisors, bringing valuable skills to enrich the firm's investment platform and portfolio selection strategies.

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.

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.

Webcasts

March 12, 2025

6 to 12 Month View ‘Still Positive on Stocks

January 27, 2025

2025 Economic Growth: Unlocking Market Potential Beyond Mega Caps

January 21, 2025

Bloomberg TV

Podcasts

March 7, 2025

Ep. 102: The Trump Tax Policy Sunset

February 28, 2025

Ep. 101: Secure 2.0 Act – 2025 Changes

January 30, 2025

Ep. 100: 2025 Economic Growth: Unlocking Market Potential Beyond Mega Caps

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