Join Shannon Smith (PCA Director of Financial Planning and Client Experience) and Julie Brown as they discuss the top six tips for networking and developing your career contacts.By Pallas Capital Advisors

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.By Pallas Capital Advisors

Positive Corporate Earnings Have Been Supportive of Equities - learn more in the Pallas Perspective Week in Review.By Freelance Imaging

Inflation Data Under Expectations for the First Time in Months - what does it mean?By Freelance Imaging

Good News and Bad News – The Fed Holding Rates UnchangedBy Freelance Imaging

Join Pallas CEO and Founder Rich Mullen and Pallas President, Chief Operating Officer & Director of Planning James Landry, ChFC®, as they delve into a range of strategies when dealing with a concentrated stock position.By Freelance Imaging

The Pallas team of Steve Kylander, Sr. Portfolio Manager and Mark Bogar, CIO, discuss First Quarter trends in the economy, inflation, interest rates, and the implications for stock and bond markets.By Freelance Imaging

What’s in store for '24? Torsten Slok, Apollo’s Chief Economist, and Pallas Capital’s Andrew Krout (Senior Vice President – Wealth Management) and Stephen Kylander (Senior Portfolio Manager) discuss inflation, capital markets, and the economy.By Freelance Imaging

The Pallas team of Rich Mullen, CEO, Steve Kylander, Sr. Portfolio Manager and Mark Bogar, CIO, discuss current trends in the economy, inflation, interest rates, and implications for stock and bond markets.By Freelance Imaging

High Relative Valuations for Equities Require Valuation Discipline and Focus on Long-Term FundamentalsBy Freelance Imaging

The Pallas Planning team discuss upcoming changes that have potential impact on savings and investments.By Freelance Imaging

Equity Market Sentiment Has Turned Bullish: Strong Recent Performance May be Due for a Pause.By Freelance Imaging

Money Market Fund Yields are Attractive; However, History Rewards Duration at Peak Fed Fund Rate. Listen now for more information!By Freelance Imaging

Inflation Data declining Year Over Year Yet Stabilizing Near TermBy Freelance Imaging

The Pallas team of Rich Mullen, CEO, Steve Kylander, Sr. Portfolio Manager and Mark Bogar, CIO, discuss December trends in the economy, inflation, interest rates, and the implications for stock and bond markets.By Freelance Imaging

In assessing current risks and opportunities in the U.S. financial markets, having an understanding of the current position and anticipated direction of the economy in the coming year can establish a foundation for tactical positioning and risk assessment.By Freelance Imaging

We are deeply honored to extend an invitation to engage in a meaningful conversation with one of the nation's most distinguished and highly decorated Veterans – @Jon Fussell Pallas Capital takes pride in providing a platform for Jon to share his insights and for us to explore the wisdom shaped by his dedication, sacrifice, and unwavering commitment…

Pallas Planning Team members James Landry, ChFC® and Shannon Smith, CFP, AWMA, discuss 401ks, Roth IRAs and what the story is with recent changes.By Freelance Imaging

The Pallas Investment Team meets with Matt Reardon of ClearBridge Investments to discuss economic and geopolitical events.By Freelance Imaging

This week PCA outlines the Bond market situation and the potential for Federal Reserve action.By Freelance Imaging

The release of this week’s Consumer Price Index data for August revealed a rise in inflation compared to July. Though still lower than the previous year, the data suggests that the trajectory of interest rates looks likely to be higher for longer. However, following a historic third year of negative returns for the aggregate bond index, the role of…

The Pallas team of Rich Mullen, CEO, Steve Kylander, Sr. Portfolio Manager and Mark Bogar, CIO, discuss current trends in the economy, inflation, interest rates, and implications for stock and bond markets.By Freelance Imaging

Navigating Economic Trends: Financial Performance Amidst Persistent Inflation and Elevated Interest Rates.By Freelance Imaging

Earning over $145,000 from your employer in 2023? Be prepared to lose another tax deduction next year. James Landry explains...By Freelance Imaging

This Week From the Pallas Perspective looks at the recent Fitch Ratings downgrade of the US from "AAA" to "AA+" and its historical significance.By Freelance Imaging

This year’s market performance is more evidence that investor sentiment can turn on a dime. The history of bear markets and short-term corrections shows that markets can turn around when it’s least expected, especially when investors are most pessimistic.By Freelance Imaging

The Pallas team of Rich Mullen, CEO, Steve Kylander, Sr. Portfolio Manager and Mark Bogar, CIO, discuss current trends in the economy, inflation, interest rates, and implications for stock and bond markets.By Freelance Imaging

The juxtaposition of the performance and valuation of the mega-caps versus the rest of the S&P 500 has created a glass-half-empty or half-full dilemma. Listen to the Pallas Perspective and visit PallasCapitalAdvisors.com for more information and insights.By Freelance Imaging

Carlyle's Brian Marcus and Pallas CIO Mark Bogar discuss the Debt Ceiling, Recession risk and Public/Private Debt MarketsBy Freelance Imaging

The Pallas Capital Advisors team thinks that, overall, the nearly complete Corporate Earnings Season has performed better than expected. But what about Growth Trends?By Freelance Imaging

In this edition of the Pallas Perspective the Pallas Capital Advisors team briefly outlines the Consumer Price Index changes and the potential impact on inflation and the markets.By Freelance Imaging

The advantage of partnering with an investment banker before your next business transaction… What you should know about the competitive process and leveraging transactionsBy Freelance Imaging

Pallas Planner and Portfolio managers Shannon Smith (CFP, AWMA) and Cam Newton (CFA) explain the top ten financial planning choices that women should always be aware of.By Freelance Imaging

The Pallas Capital Advisors team discuss the key takeaways from the recent Fed meeting and 25 basis point raise.By Freelance Imaging

The Pallas Capital Advisors team discuss their various perspectives on recent bank failures.By Freelance Imaging

Federal Reserve Chairman Powell’s Remarks create the largest yield inversion in 40 years. What does it mean?By Freelance Imaging

The Pallas Capital Week in Review: Lower inflation and a pullback from the expected peak Federal Funds rate remain a work in progress as 2023 progresses, but they are an important catalyst for positively impacting longer term equity and fixed income investments. Listen for more...By Freelance Imaging

What changes should you consider when planning for retirement, college, and tax? Pallas planners discuss updates to SECURE 2.0 and tax data for 2023 and beyond…By Freelance Imaging

While 2022 was the year of rising interest rates, with the Federal Reserve raising rates by a cumulative 425 basis points from near zero to combat inflation, 2023 is seen as the year that the economic impact of higher rates comes home to roost in the economy.By Freelance Imaging

Learn what’s in store for 2023 – Torsten Slok, Apollo’s Chief Economist, and Pallas Capital’s investment team discuss inflation, capital markets, and the economy.By Freelance Imaging

While the seeds have been set for a darkest before the dawn scenario for 2023, corporate earnings, inflation and Federal Reserve actions all remain in play as we enter into the New Year.By Freelance Imaging

Hear from Pallas Chief Investment Officer Mark Bogar the reasons why we are optimistic about long-term market returns. Senior Portfolio Manager Steve Kylander and Pallas CEO Rich Mullen also opine on the 2023 outlook for inflation, interest rates, and corporate earnings. For a deeper dive on these topics, and to get your questions answered, we invi…

Pallas Capital Advisors COO & Director of Planning, James Landry, ChFC, is joined by Director of Planning & Client Development, Shannon Smith, CFP, AWMA, in an interview and discussion session with an esteemed member of the Putnam Investments Business Advisory Group, Chris Hennessey. Mr. Hennessey provided many insights across a wide range of timel…

Pallas Capital Advisors COO & Director of Planning, James Landry, ChFC, is joined by Founding Partner & CFO Charlie Evangelakos to discuss "Feeling Taxed? Select Strategies That Can Make a Difference"By Freelance Imaging

Markets Celebrate a Slowdown in Inflation This week the release of the Consumer Price Index impacted Financial markets. Pallas Capital Advisors takes a look at the numbers.By Freelance Imaging

This week Pallas Capital Advisors’ Chief Investment Officer Mark Bogar and Director of Planning and Client Experience Shannon Smith hosted investment legend Byron Wien. Byron is one of Wall Street’s most widely read analysts, known for his uncanny ability to forecast economic, social, and political trends and assess the direction of financial marke…

In our Review this Week: Market signals a recession for 2023 - what are we watching? Recession checklist almost complete – watching unemployment and profitsBy Freelance Imaging

This week in the Review: Stagflation is here: Does sector positioning matter? • Stagflation periods have seen better relative performance by healthcare, energy and financials; and lower relative performance by industrials, information technology and materials • The consideration of sector exposure during periods of economic and interest rate inflec…

Pallas Capital Advisors COO & Director of Planning, James Landry, ChFC, is joined by Eric Lalime, Managing Director, to discuss various ways to understand and navigate the world of charitable giving. Donation topics include: cash, Appreciated Securities, Bunching, Privately held stock, Donor Advised Stocks (DAFs), Qualified Charitable Distributions…

This week in the Review: PCA looks at the Inflation data for September hitting a 40-year high and the earnings season commencing on lowered expectations – which may be a sign of prospectively lower inflation and a bottoming process.By Freelance Imaging