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October 20, 2025 · Video

The overall story of Q3 was a path of least resistance continuing to point to the upside, with still-solid economic data, strong earnings growth, and a resilient consumer combining with the onset of a likely Fed easing cycle and increased bullish sentiment to push major indices to repeated record highs. Continuing AI optimism, an uptick in M&A, a notable retail-investor impulse, and thoughts of supportive positioning are also helping underpin the market at quarter’s end.

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September 24, 2025 · Media

Pallas Capital Advisors Hires Retirement Planning Veteran Kevin Crain

Charitable Giving Under OBBBA

Serious about making gifts to charity? A few big changes are coming to charitable tax incentives when certain portions of the One Big Beautiful Bill Act (OBBBA) take effect on January 1, 2026. The new rules will expand opportunities for some donors, reduce benefits for others, and make charitable planning more complex for everyone. So, while it’s still 2025, let’s look at some key charitable tax planning changes in the next year.

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