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Week In Review

Notable in the markets this week has been the high level of volatility in the equity indices which have seen several large intraday swings. Volatility has risen to a high level on concerns about Federal Reserve monetary policy and concerns about the potential for slower economic growth prospectively...
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Earnings for the fourth quarter have started and estimates suggest that it will mark the fourth straight quarter of growth of more than 25% for the S&P 500...
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Workers quit their jobs in record numbers in November with 4.53 million leaving their jobs, according to the Labor Department’s Job Openings and Labor Turnover Survey...
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Market Commentary

US equity markets demonstrated strong returns in Q4 2021, while interest rates were broadly stable. As 2022 begins, interest rates are moving higher as the Federal Reserve discusses a faster tapering of monetary stimulus...
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Calendar year-end is the perfect time to mine client portfolios for tax-loss opportunities to reduce 2021’s tax bill. In the broader economy, November 2021 brought mixed capital markets results as the Omicron coronavirus variant emerged, and the Federal Reserve moved to a more hawkish tone...
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Markets rebounded in October 2021 from a down September led by the technology, energy, and consumer cyclical sectors. The Q3 earnings season provided positive surprises versus consensus once again. Inflation readings also came in higher than anticipated...
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Planning Commentary

It’s January, the start of a new year, and so it’s time once again to look ahead at Key Financial Data for 2022. This month’s Financial Planning newsletter includes our annual compilation of the various tax rates, thresholds, limitations, and exemptions for 2022...
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December 23rd is usually the last day you can purchase Christmas presents online and have them shipped in time for the holiday! No one wants to be in that uncomfortable position of realizing you waited too long. Well, in similar fashion, a week and a day later - December 31st - is the last day for individuals to make tax-deductible charitable donations for 2021...
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The window of opportunity for many current-year tax-saving moves closes on December 31, so it is imperative to evaluate your current financial planning situation while there is still time to affect your bottom line for the 2021 tax year...
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News and Announcements

Pallas Capital Advisors, LLC ("Pallas Capital"), a leading independent financial planning and investment advisory firm, is pleased to wrap up 2021 after surpassing growth expectations three-fold.
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Pallas Capital Advisors, LLC ("Pallas Capital"), a leading independent financial planning and investment advisory firm, is pleased to announce it has surpassed growth expectations for 2021 within the first half of the year.
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Pallas Capital Advisors LLC is a relatively new registered investment advisor with big plans to attract wirehouse financial advisors to its platform, and it expanded on that business model with the recent addition of an advisor team that managed more than $300 million in assets at Merrill Lynch...
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