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Week In Review

The Federal Reserve released data this week that showed US household wealth reached a new record of $141.7 trillion at the end of June. The increase was boosted by strong stock market gains and rising home values...
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This week saw the release of the Consumer Price Index (CPI) for August. On a month-over-month basis, the August headline CPI came in at 0.3%, below consensus of 0.4%, and down from July’s print of 0.5%...
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Recent employment data remains positive, but still below forecasts, and suggests the pace of the recovery has slowed since earlier in the year. The ADP National Employment Report was released on Wednesday, and it showed private sector employment increased by 374,000 jobs from July to August...
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Market Commentary

Equity markets moved higher in August 2021, led by the technology and utility sectors. A resurgent Delta variant, weak payroll numbers, and dovish Federal Reserve comments drove returns higher in the less cyclical areas of the market...
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Markets generally moved higher in July 2021 led by the technology and healthcare equity sectors. The coronavirus Delta variant surged throughout the country driving a flight to safety in many indices...
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The recovery rolled on in the second quarter of 2021 with strong economic data, positive corporate earnings, and thriving stock markets. Not all signals are positive, however, as long-term rates are falling and near-term inflation is high...
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Planning Commentary

In last month’s newsletter, we commented that in recent past, we have attended several client meetings where the focus of the conversation was on dealing with the risk/reward considerations of the client’s single-security concentration...
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When I was young, during summertime my mother would often make lemonade for the family dinner by adding water to cans of Minute Maid® frozen concentrated lemonade in a glass jar. It was loaded with sugar and had my two brothers and me bouncing off the walls within minutes of drinking several glassfuls of the stuff...
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Build Back Better – this is the description the Biden Administration has given to the President’s three-part economic stimulus plan – comprised of The American Rescue Plan, American Jobs Plan, and American Families Plan...
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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 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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Pallas Capital Advisors, LLC ("Pallas Capital") is pleased to welcome Eric Lalime, CFP®, CIMA® C(k)P®, and Patricia Lucas to the firm's expanding team of experienced wealth advisors and client relationship management professionals.
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