Insights

Home » Insights

Week In Review

The Leading Economic Index for September was published this week by the Conference Board. The index is based on ten components including initial claims for unemployment insurance, manufacturers’ new orders, residential building permits, stock prices, and consumer expectations...
Read More View PDF
The Consumer Price Index (CPI) was released this week and showed the continuing trend of higher year-over-year inflation. For September, the annual rate of increase came in at 5.4%, matching the level reached in June and July...
Read More View PDF
Over the past week, the yield on the 10-year Treasury bond, the common benchmark yield for long-term investors, notched its biggest gain since the first quarter, moving up by approximately 25 basis points (0.25%)...
Read More View PDF

Market Commentary

September 2021 marked the first time in 226 trading days that the S&P 500 index closed more than 5% below its highs. Interest rates are moving higher as the Federal Reserve discusses the tapering of monetary stimulus and Washington debates the debt ceiling and additional stimulus packages...
Read More View PDF
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...
Read More View PDF
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...
Read More View PDF

Planning Commentary

Back in October of 2020, we wrote that the “Winds of Change are Blowin’”. Earlier this year, we talked about a “Paradigm Shift” under President Biden’s tax policy. Just a few months later, on September 13, 2021, the House Ways and Means Committee released the first draft of a tax proposal designed to raise roughly $2.9 trillion over the next 10 years...
Read More View PDF
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...
Read More View PDF
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...
Read More View PDF

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.
Read more..
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...
Read more..
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.
Read more..

Subscribe to Our Newsletter