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Week Review
December 12, 2025

Markets Got the Expected Rate Cut Turning Attention to Business Fundamentals

This past week, the Federal Reserve lowered the benchmark federal funds rate by 25 basis points to a range of 3.50% to 3.75%, marking the third consecutive monthly cut.
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Quarterly Perspectives
December 2, 2025

Looking back and looking ahead

As 2025 draws to a close, it’s an ideal time to review your financial picture, capture available tax benefits before year-end, and prepare for new contribution opportunities in 2026. Many of the items listed below have been recently impacted by the One Big Beautiful Bill Act (OBBBA) that was signed into law on July 4th of this year.
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Quarterly Perspectives
November 12, 2025

Tax Benefits Today, Health and Wealth Benefits Tomorrow

Health care expenses are one of the largest costs Americans face, both before and during retirement. One of the most powerful—but often underutilized—tools to manage these costs is the Health Savings Account (HSA). Far more than just a place to park medical dollars, HSAs provide a unique combination of tax benefits and long-term planning opportunities.
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Week In Review

December 12, 2025

Markets Got the Expected Rate Cut Turning Attention to Business Fundamentals

This past week, the Federal Reserve lowered the benchmark federal funds rate by 25 basis points to a range of 3.50% to 3.75%, marking the third consecutive monthly cut.
Read More View PDF
August 15, 2025

A Strong Earnings Season is Providing Underlying Support to Equity Markets

At Pallas Capital Advisors, we believe that price trends in equity markets are highly correlated with corporate earnings growth, both in absolute terms and relative to expectations.
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March 21, 2025

FOMC Released Rate Decision on Wednesday this Week

Key Insights and Implications of the Latest Federal Reserve
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Market Commentary

October 10, 2025

Q3: Market Commentary

The overall story of Q3 was a path of least resistance continuing to point to the upside, with still-solid economic data, strong earnings growth, and a resilient consumer combining with the onset of a likely Fed easing cycle and increased bullish sentiment to push major indices to repeated record highs. Continuing AI optimism, an uptick in M&A, a notable retail-investor impulse, and thoughts of supportive positioning are also helping underpin the market at quarter’s end.
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July 19, 2025

Navigating 2025: Investment Review and Market Update

The second quarter of 2025 showcased both the resilience of financial markets and their sensitivity to policy uncertainty. From the White House’s tariff announcements in April to escalating tensions between Israel and Iran in June, investors faced many challenges.
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April 17, 2025

Policy Uncertainty and Global Economic Shifts Weigh on Financial Markets

The first quarter of 2025 was defined by heightened volatility, geopolitical tensions, and divergent regional performances. While certain sectors and markets showed resilience, others faced significant headwinds due to policy uncertainty and global economic shifts.
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Planning Commentary

December 2, 2025

Looking back and looking ahead

As 2025 draws to a close, it’s an ideal time to review your financial picture, capture available tax benefits before year-end, and prepare for new contribution opportunities in 2026. Many of the items listed below have been recently impacted by the One Big Beautiful Bill Act (OBBBA) that was signed into law on July 4th of this year.
Read More View PDF
November 12, 2025

Tax Benefits Today, Health and Wealth Benefits Tomorrow

Health care expenses are one of the largest costs Americans face, both before and during retirement. One of the most powerful—but often underutilized—tools to manage these costs is the Health Savings Account (HSA). Far more than just a place to park medical dollars, HSAs provide a unique combination of tax benefits and long-term planning opportunities.
Read More View PDF
September 19, 2025

Charitable Giving Under OBBBA

Serious about making gifts to charity? A few big changes are coming to charitable tax incentives when certain portions of the One Big Beautiful Bill Act (OBBBA) take effect on January 1, 2026. The new rules will expand opportunities for some donors, reduce benefits for others, and make charitable planning more complex for everyone. So, while it’s still 2025, let’s look at some key charitable tax planning changes in the next year.
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News and Announcements

October 22, 2025

Meet the New Talent Elevating Pallas Capital Advisors’ Investment Capabilities

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September 24, 2025

Pallas Capital Advisors Hires Retirement Planning Veteran Kevin Crain

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July 22, 2024

Pallas Capital Advisors Appoints Gaurav Mallik as Chief Investment Officer to Expand Investment Strategies

Pallas Capital Advisors is pleased to announce Gaurav Mallik has been appointed as its new Chief Investment Officer. With over two decades of institutional investment experience, Gaurav will oversee all investment strategies at Pallas Capital Advisors, bringing valuable skills to enrich the firm's investment platform and portfolio selection strategies.
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Listen and Watch

July 25, 2022

Special Edition: Understanding the Implications of the Ukrainian Invasion
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July 7, 2022

Market Update: July 8th – Inflation 2022
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June 30, 2022

Planning Update: Roth IRA vs. traditional IRA
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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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