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Week In Review

While the seeds have been set for a darkest before the dawn scenario for 2023, corporate earnings, inflation and Federal Reserve actions all remain in play as we enter into the New Year...
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As we come into the final weeks of 2022, the financial market story of the year is the coordinated abrupt increase of central bank policy rates across the globe...
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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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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

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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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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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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News and Announcements

BRAINTREE, Mass., Jan. 18, 2023 /PRNewswire/ -- Pallas Capital Advisors, LLC ("Pallas Capital"), a leading independent financial planning and investment advisory firm, today announced the launch of Pallas Institute, an intensive two-day financial literacy and investment education program. 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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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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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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