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Week In Review

Valuation within the U.S. equity market is not a static measure through time. An assessment of fair valuation considers factors in the macro environment, such as economic growth, inflation, and interest rates, as well as geopolitical and idiosyncratic factors, such as individual company market opportunity, growth, operational execution, and balance sheet strength...
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In managing an investment portfolio different types of assets can be utilized that will result in different return and volatility outcomes. A popular mix has been the 60/40 portfolio which is constructed 60% from a broad range of stocks and 40% from a pool of bonds...
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Returns in the U.S. equity market have continued the upward march in 2024. Driving the positive returns has been positive economic growth, stable interest rates, positive earnings (at least from the mega caps), and improving investor sentiment...
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Market Commentary

Financial markets finished the year on a strong note and defied the bearish sentiment entering the year. Sparked by high inflation, rising rates, and geopolitical concerns, the market entered 2023 with expectations for a recession. However, the real story of 2023 was a resilient U.S. consumer, growth in gross domestic product (GDP), and positive revisions to corporate earnings...
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Major financial market indices retreated in the third quarter as the Federal Reserve discussed the possibility of maintaining higher short-term interest rates for an extended period, along with the rise in long-term bond yields and the resilience of the economy.
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Major stock market indices made significant gains in the second quarter, adding to the gains in the first quarter of the year due to improving inflation, slowing Fed rate hikes, the absence of a recession, a more stable banking sector, and a strong rally in tech stocks...
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Planning Commentary

As we embark on a new year, it’s time again to delve into the Key Financial Data for 2024. Our Financial Planning newsletter this month features a link to our annual compilation, covering a spectrum of tax rates, thresholds, limitations, and exemptions for the year...
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As we approach year-end, taxpayers should consider proactive measures to optimize their current tax situation and mitigate the risk of potential future tax increases. It is especially timely since, for taxpayers, time is running out to act before the end of 2023...
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In the realm of tax laws, high-net-worth couples have found themselves with a unique opportunity. Since 2018, they’ve had a chance to safeguard their wealth from the clutches of federal estate taxes, all thanks to a helpful provision known as the Basic Exclusion Amount (BEA)...
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News and Announcements

Pallas Capital Advisors, LLC ("Pallas Capital"), is delighted to announce its noteworthy achievement of earning a spot within the top 50 on the Forbes America's Top RIA Firms list. Among more than 15,000 RIAs in America, this recognition underscores the remarkable growth, dedication, and expertise exemplified by Pallas Capital, a prominent independent financial planning and investment advisory firm.
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Andrew manages over $100 million and personifies the emerging generation of financial advisors, infusing the industry with fresh perspectives, innovation, and deep expertise. With years of financial planning and investment strategy experience, Andrew is well-positioned to serve as a role model and contribute significantly to the firm’s next-generation initiatives.
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Pallas Capital Advisors, LLC ("Pallas Capital"), is pleased to announce that a financial planning team, led by Damien DePeter and Michael McCarthy, joined the growing team of experienced independent wealth advisors and client relationship managers at the firm.
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