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Week In Review

Last week the markets responded very positively to the release of the Consumer Price Index. The index increased 7.7% for the 12 months ended October which was the smallest 12-month increase since the period ending January 2022, preceding the outbreak of the Ukrainian war...
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This week Pallas Capital’s Chief Investment Officer Mark Bogar and Director of Planning and Client Experience Shannon Smith hosted investment legend Byron Wien. Byron did not disappoint and provided insight on the current financial, political, and social environment bringing lifelong lessons to his view about the path forward in these turbulent times.
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This week saw the yield on the 3-month Treasury exceed that of the 10-year Treasury. Such an inversion is rare but has historically predicted that a recession is either on the way or already here. Every recession in the last 40 years has been preceded by yield curve inversions.
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Market Commentary

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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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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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

Can it be that time of year already? Apparently, it can. When you visit the grocery market or other major shopping stores, you’ll see that merchants are hard at work changing decorations and merchandise into that which can only be described as having more of a holiday look and feel...
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Like thousands of parents across the country, my wife and I are just returned from a whirlwind trip down to South Carolina, where we said a (temporary) goodbye to a couple of our children – one who is now a college freshman. With a large family, we’ve done this several times now, and I always come back thinking that I don’t remember college being that exhausting...
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As I write this (June 10, 2022), the S&P 500 index is down nearly 18% from the beginning of the year, and the Nasdaq index is down over 27% over the same period. So, investors (and their advisors) must increasingly look at additional ways to bring real after-tax value to portfolios...
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News and Announcements

Pallas Capital Advisors, LLC ("Pallas Capital") is pleased to announce they have been named by Forbes as one of America's Top RIA Firms. The leading independent financial planning and investments advisory firm earned recognition by Forbes based on industry experience, client retention, assets under management and revenue trends, and compliance records, among other criteria...
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Pallas Capital Advisors, LLC ("Pallas Capital") is pleased to announce its #1 ranking in Advisor Hub's inaugural Advisors to Watch list. The firm has created a comprehensive wealth management platform allowing advisors access to a broad range of deep technical professional expertise...
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Pallas Capital Advisors, LLC ("Pallas Capital") is pleased to welcome the newest member to the team of growing wealth management professionals, Mr. Bobby DiPadua. Mr. DiPadua joins the team as a Director of Business Development and is responsible for recruiting, educating, and onboarding advisors interested in the independent space...
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