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Latest Perspective

While presidential elections are considered consequential due to their influence on economic, healthcare, national security, and climate change policy, equity market returns throughout presidential terms tend to be positive...
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The Medicare Open Enrollment Period is here, running from October 15 to December 7. This is a crucial time to review your Medicare coverage to ensure it suits your healthcare needs for 2025. Changes made during this period will take effect on January 1, 2025.
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The start of September saw volatility increase and equity markets take a step back as markets reassessed the direction of the economy, magnitude of rate cuts, and high expectations for growth investment themes such as artificial intelligence. Fixed income moved conversely with the aggregate bond index putting in its highest close in two years...
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Week In Review

The start of September saw volatility increase and equity markets take a step back as markets reassessed the direction of the economy, magnitude of rate cuts, and high expectations for growth investment themes such as artificial intelligence. Fixed income moved conversely with the aggregate bond index putting in its highest close in two years...
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Following a few weeks of turbulence in the financial markets, a calmer week allowed the Pallas team to refocus on mid- and long-term priorities. As we reviewed the market and macroeconomic developments from last week, the following topics were top of mind for our investment team...
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Last week’s job data release showed that the unemployment rate is rising, and payroll growth is slowing. As illustrated in the chart below, the unemployment rate has risen to 4.1%, the highest in over two years, and the number of jobs being filled has steadily declined...
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Market Commentary

While presidential elections are considered consequential due to their influence on economic, healthcare, national security, and climate change policy, equity market returns throughout presidential terms tend to be positive...
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Following a strong first quarter marked by reduced expectations for rate cuts by the Federal Reserve, investors went into the second quarter apprehensive about the inflation forecast. A series of hotter-than-expected inflation readings in April sent stocks and bonds lower, but the weight on markets began to lift in May as the outlook for inflation expectations started to look more favorable...
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Stock prices pushed higher in the first quarter despite diminished expectations for Federal Reserve rate cuts in 2024 which weighed negatively on fixed income. The Russell 1000 index rose 10.3% in the first quarter. This strong performance came despite many factors that could have caused stock prices to fall...
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Planning Commentary

The Medicare Open Enrollment Period is here, running from October 15 to December 7. This is a crucial time to review your Medicare coverage to ensure it suits your healthcare needs for 2025. Changes made during this period will take effect on January 1, 2025.
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If you’ve been puzzled over when to start taking distributions, you’re not alone. The wait is over, and we’ve finally got some clarity.
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This newsletter provides an overview of the current individual income tax, estate tax, and gift tax environment and outlines some of the major provisions of the 2017 Tax Cuts and Jobs Act (TCJA) that are set to expire...
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News and Announcements

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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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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