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Week In Review

Equity markets are now pricing in a high probability of recession risk. Technically that means two back-to-back quarters of negative growth in U.S. real gross domestic product (GDP) which is the combined value of all finished goods and services less inflation made within the U.S. and used to estimate the size and growth rate of the economy...
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April core CPI, which excludes food and energy prices, rose by 0.57% month-over-month, well above the consensus of +0.4% and the fastest pace since January...
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As anticipated, the Fed announced a 0.5% increase to the Federal Funds rate this past week. Of perhaps greater interest, however, were the comments made at the press conference following the release...
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Market Commentary

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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US equity markets demonstrated strong returns in Q4 2021, while interest rates were broadly stable. As 2022 begins, interest rates are moving higher as the Federal Reserve discusses a faster tapering of monetary stimulus...
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Calendar year-end is the perfect time to mine client portfolios for tax-loss opportunities to reduce 2021’s tax bill. In the broader economy, November 2021 brought mixed capital markets results as the Omicron coronavirus variant emerged, and the Federal Reserve moved to a more hawkish tone...
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Planning Commentary

At the end of last month, the Biden administration released its General Explanations of the Administration’s Fiscal Year 2023 Revenue Proposals, (the 2023 Greenbook). In the Greenbook, nearly 50 proposals total 114 pages and represent the first comprehensive tax revenue-raising proposals from the administration since Build Back Better failed to advance in Congress late last year...
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On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law and brought with it significant changes in planning for retirement account owners – particularly around the timing of IRA distributions for beneficiaries...
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It’s January, the start of a new year, and so it’s time once again to look ahead at Key Financial Data for 2022. This month’s Financial Planning newsletter includes our annual compilation of the various tax rates, thresholds, limitations, and exemptions for 2022...
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News and Announcements

Pallas Capital Advisors, LLC ("Pallas Capital"), a leading independent financial planning and investment advisory firm, is pleased to wrap up 2021 after surpassing growth expectations three-fold.
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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.
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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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