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Week In Review

This past week commenced with a sell-off in the equity markets that was precipitated by concerns about the COVID- 19 resurgence and the possibility of peak growth in the economy...
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The Federal Reserves Monetary Policy Report was released this past week and Chairman Powell spent two days testifying to Congress. The Chairman continued to push back on worries about a reacceleration in inflation and that the Federal Reserve (Fed) would continue to stand by its current monetary policies until further substantial progress was realized in the economy...
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As with most sectors of the U.S. economy, housing prices have risen significantly with the S&P Case-Shiller house price index up 14.9% on a year-on-year basis...
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Market Commentary

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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Markets generally moved higher in May 2021 led by cyclical sectors as headline inflation accelerated. Debate continues to swirl as to whether this inflation is temporary or more permanent with markets interpreting the data differently...
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April 2021 witnessed markets rallying on strong corporate earnings and vaccinations steadily progressing in the US...
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Planning Commentary

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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Those who have accumulated substantial wealth are often concerned about protecting it from future creditors, predators, divorcing spouses, and even their own heirs’ financial mismanagement...
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News and Announcements

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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When Pallas Capital Advisors said on Friday that a $300 million UBS team joined its ranks, it seemed like one of those garden-variety announcements that comes across the transom every day in the wealth management space. But of course, all of these transactions are important and they all have a story to tell...
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