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Market Commentary

2020-04-03
Week In Review 4/3/2020

According to the non-farms payroll, employers shed roughly 700,000 jobs in March, pushing the unemployment rate to 4.4% from 3.5%...

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2020-03-27
Week In Review 3/27/2020

The markets climbed for three consecutive days this week after a record monetary and fiscal policy was announced...

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2020-03-20
Week In Review 3/20/2020

Despite a highly volatile week within the markets, the silver lining is that equities closed the week higher than the week’s low...

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2020-03-13
Week In Review 3/13/2020

The greatest challenge that market participants face is engendering change when the trend is up... which is quickly superseded by the difficulty in holding steady when the trend is down...

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2020-03-01
Uncertainty and COVID-19

The stream of COVID-19 headlines continues with little end in sight. The ability of health officials and policy makers to model its spread and associated implications has been complicated by...

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2020-02-01
Big Debt Trends

A near-record bull market has prompted worry among investors about how and when this economic cycle may end. One of history’s most prolific investors in the space of macroeconomic forecasting, Ray Dalio, is a disciplined student of the markets...

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2020-01-01
2019 Year in Review

While it seems that almost all asset classes put smiles on investor faces, the path there was neither simple nor straightforward. In hindsight, the collaboration from global monetary policy makers (albeit not entirely in harmony), infused liquidity into economies during a period where geopolitical uncertainty seemed to rule most days...

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2019-12-01
Private Equity Opportunity

The search for alternative investment opportunities has become increasingly mainstream through the past decade. Once seen as the domain of institutional investors, alternatives that employ private capital has become a more common conversation in retail households. The interest is a natural outcome of investors seeking greater opportunities for returns that provide diversification to buffer against downturns. Thus, the unicorn search begins..

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2019-11-01
The Continued Rise Of ESG

Throughout the investment management industry, an increasingly important topic centers upon ESG, an acronym for Environmental, Social, and Governance impact of corporate policy. Managers of public and private organizations consider the effect of decisions upon broad stakeholders, above and beyond shareholders...

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2019-10-01
Looking Past The Headlines

The breadth of risk factors that we currently read in the headlines is daunting. However, when taken as a whole, several baseline indicators of market health point towards relative stability for the time being...

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2019-09-01
The Market Climbs Its Wall Of Worry

As investors return from their summer travels and re-assess their portfolios, they will find the equity valuation levels at odds with the discord in Washington and abroad. This is due to two powerful tailwinds at the back of the equity markets, the recent return of fed easing, and continued US consumer spending...

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Planning Commentary

2020-04-02
Coronavirus Emergency Loans - Small Business Guide and Checklist

Here are the questions you may be asking about the 2020 CARES Act - and what you need to know...

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2020-04-01
The 2020 CARES Act

On the afternoon of Friday, March 27, 2020 President Trump signed into law the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), a more than $2 trillion package which is aimed at providing financial relief for the economic downturn caused by the Coronavirus pandemic...

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2020-03-23
Financial Planning During The Market Downturn

When we published our commentary about the SECURE Act a couple months ago, we cautioned people against rushing to Roth conversions, since there was a risk of a severe market correction after incurring income tax on the converted amounts. Turns out, we were probably right...

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2020-02-20
SECURE Act (Part 3 of 3)

In the final part of our three part planning series, we review changes that impact employers who seek to provide valuable retirement benefits for employees...

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2020-02-12
SECURE Act (Part 2 of 3)

In part two of our three part planning series, we provide an overview of the benefits that individuals will receive as a result of the SECURE Act...

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2020-01-30
SECURE Act (Part 1 of 3)

The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had overwhelmingly passed the House of Representatives in the spring of 2019, but then subsequently stalled in the Senate. The SECURE Act comes just 2 years after the 2017 Tax Cuts ad Jobs Act – and results in a paradigm shift for those individuals whose retirement accounts make up a significant part of their estate planning...

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2019-11-26
2019 Year End Tax Planning

As we approach the end of the year, the window of opportunity for many tax-saving moves begins to close. So, it's important to evaluate your tax situation now, while there's still time to affect your bottom line for the 2019 tax year.

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2019-09-18
Funding Charitable Objectives with Retirement Accounts

Clients with sizable retirement assets often look to those funds to help them accomplish their recurring or one-time charitable objectives.

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News and Announcements

2020-01-29
PCA Welcomes Christopher Ayer

Pallas Capital Advisors Welcomes New Senior Vice President, Christopher Ayer, and Announces Launch of Portsmouth, NH Office

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Videos

2020-04-02
Market Volatility & The CARES Act

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