March 30, 2023
Ep. 60: Women’s 10 for 10: Financial practices every woman should consider…
Listen now on Spotify or Apple Music  
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March 30, 2023
Women’s 10 for 10: Financial practices every woman should consider…
In celebration of Women’s History Month, Pallas Capital’s Cam Newton, Shannon Smith and Taylor McCormack took to the Pallas studio to discuss key financial practices every woman should consider… Listen now on Apple Podcasts or Spotify.
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March 24, 2023
Week in Review: Fed Raises Interest Rates Again but Extends a More Dovish Outlook for Financial Markets
The US Federal Reserve (Fed) announced on Wednesday that it raised the policy rate, federal funds rate, by 25 basis points to the range of 4.75-5% following the March policy meeting. This decision came in line with the market expectation which had retraced from a 50-basis point raise following the turmoil in the banking industry...
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Week In Review

March 24, 2023

Week in Review: Fed Raises Interest Rates Again but Extends a More Dovish Outlook for Financial Markets

The US Federal Reserve (Fed) announced on Wednesday that it raised the policy rate, federal funds rate, by 25 basis points to the range of 4.75-5% following the March policy meeting. This decision came in line with the market expectation which had retraced from a 50-basis point raise following the turmoil in the banking industry...
Read more..
March 10, 2023

Week in Review: Is an Economic Growth Slowdown Forthcoming?

This past week, Federal Reserve Chairman Powell spoke before the Senate Banking Committee and in his prepared remarks suggested that the terminal rate “is likely to be higher than previously anticipated” in light of the recent growth and inflation data...
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February 23, 2023

Week In Review 2/24/2023: Inflation and Peak Federal Funds Reflect a Crossroad

While recent data indicates that inflation is still prominent, the trend has been down since peaking last summer. Meanwhile economic data has remained better than feared with unemployment at 3.4%, which is the lowest since 1969. The firmer economic growth has led to an increase in market implied expectation for the peak Federal Funds rate to 5.25%-5.5%...
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Market Commentary

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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April 8, 2022

First Quarter Performance, Outlook for Remainder of Year – Q1 2022

Coming into 2022, financial markets were wrestling with several conflicting issues including a global economy on track to reopen, strong employment, a continuation of COVID difficulties (Omicron), and high inflation...
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Planning Commentary

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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January 13, 2023

SECURE 2.0: How changes in retirement laws will affect you

The Setting Every Community Up for Retirement Enhancement Act of 2019, popularly known as the SECURE Act, was signed into law in late 2019. That law, now called SECURE Act 1.0, included provisions that raised the requirement for mandatory distributions from retirement accounts and increased access to retirement accounts...
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December 2, 2022

Feeling Taxed? Select Strategies Can Make a Difference

No matter what the interest, inflation, or market environment is, planning can be done to capitalize on current conditions. Some taxes are voluntary, and good planning can minimize their impact on a family’s wealth accumulation and transfer goals...
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News and Announcements

February 15, 2023

Pallas Capital’s Shannon Smith ranked among Forbes Best Women Advisors

Shannon serves as Pallas Capital's Director of Planning and Client Experience. Smith considers herself a personal CFO to her clients, a responsibility she treasures and finds enormously rewarding. "I honor the trust my clients place in me as a steward of their wealth. As a fiduciary, I'm not hired to tell clients what they want to hear, instead my role is to offer direct, sometimes tough, advice for helping ensure they retain and grow their wealth."
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January 18, 2023

Pallas Capital launches Pallas Institute financial literacy program and graduates inaugural class of college interns

Pallas Institute's inaugural class completed the Institute's first-ever program sessions on January 12, and included 22 women and 19 men from 28 different colleges participating in 20 sessions on topics ranging from stock analysis to financial planning...
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December 23, 2022

Pallas Institute Student Intern Program

Pallas Capital has designed a special in-person financial literacy and education program for college-aged students that we are calling Pallas Institute. This unique program offers an introduction to the investment industry, exposes students to potential careers in finance and investing, and gives students a chance to apply their learning through interactive case studies and presentations.
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Webcasts

March 30, 2023

Women’s 10 for 10: Financial practices every woman should consider…

Read more..
March 15, 2023

Market update special edition – Perspective on recent bank failures

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February 17, 2023

Lets discuss the new rules – What you need to know when planning for retirement, college and taxes…

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Podcasts

March 30, 2023

Ep. 60: Women’s 10 for 10: Financial practices every woman should consider…

March 24, 2023

Ep. 59: Fed Raises Interest Rates Again but Extends a More Dovish Outlook for Financial Markets

March 15, 2023

Ep. 58: Market Update Special Edition – Perspective on recent bank failures

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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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