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Week In Review

At Pallas Capital, we believe that stock prices ultimately follow long-term earnings per share growth. While we expect near-term earnings growth to fall into negative territory, stock prices tend to recover in anticipation of an earnings rebound...
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In April, the Consumer Price Index (CPI) increased 0.4 percent and rose 4.9 percent over the last 12 months. This was the smallest 12-month increase since the period ending April 2021. The CPI measures the monthly change in prices paid by U.S. consumers...
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Gross domestic product, a measure of all goods and services produced for the period, rose at a 1.1% annualized pace in the first quarter, according to the Commerce Department, who reported Thursday. Economists had been expecting growth of 2%...
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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

It’s the beginning of a new year, and so now is the to time review some of the key tax changes for 2023, including tax rates, thresholds, limitations, and exemptions for 2023. We’ll also offer important planning considerations in light of this information...
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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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News and Announcements

Shannon serves as Pallas Capital's Director of Planning and Client Experience. Smith considers herself a personal CFO to her clients, a responsibility she treasures and finds enormously rewarding. "I honor the trust my clients place in me as a steward of their wealth. As a fiduciary, I'm not hired to tell clients what they want to hear, instead my role is to offer direct, sometimes tough, advice for helping ensure they retain and grow their wealth."
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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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