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Week In Review

May 19, 2023

Corporate Earnings Season is Better than Anticipated but Growth Trends are Negative…

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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May 12, 2023

April CPI Suggests Slowing Inflation

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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April 28, 2023

Week in Review: First Quarter Economic Growth Continues but is Slowing…

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

October 7, 2022

Third Quarter Performance – Q3 2022

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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July 8, 2022

Second Quarter Performance, Outlook for Remainder of Year – Q2 2022

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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April 8, 2022

First Quarter Performance, Outlook for Remainder of Year – Q1 2022

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

February 17, 2023

Key Tax Data and Financial Planning Updates for 2023

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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January 13, 2023

SECURE 2.0: How changes in retirement laws will affect you

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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December 2, 2022

Feeling Taxed? Select Strategies Can Make a Difference

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

February 15, 2023

Pallas Capital’s Shannon Smith ranked among Forbes Best Women Advisors

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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January 18, 2023

Pallas Capital launches Pallas Institute financial literacy program and graduates inaugural class of college interns

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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December 23, 2022

Pallas Institute Student Intern Program

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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Webcasts

April 21, 2023

The advantage of partnering with an investment banker before your next business transaction

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March 30, 2023

Women’s 10 for 10: Financial practices every woman should consider…

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March 15, 2023

Market update special edition – Perspective on recent bank failures

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Podcasts

May 19, 2023

Ep. 63: Corporate Earnings Season is Better than Anticipated but growth trends are negative…

May 12, 2023

Ep. 62: April CPI Suggests Slowing Inflation

April 20, 2023

Ep. 61: The advantage of partnering with an investment banker before your next business transaction

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Advisory services are only offered to clients or prospective clients where Pallas Capital Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Pallas Capital Advisors unless a client service agreement is in place.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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