The Pallas Perspective

The Pallas Perspective Week in Review - Friday, March 8th, 2024

High Relative Valuations for Equities Require Valuation Discipline and Focus on Long-Term Fundamentals

The Pallas Perspective - Navigating Key Financial Data for 2024

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

The Week in Review from the Pallas Perspective - Friday, February 9th, 2024

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

This Week from the Pallas Perspective - January 26th, 2024

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

The Week In Review from the Pallas Perspective - January 12th, 2024

Inflation Data declining Year Over Year Yet Stabilizing Near Term

The Pallas Perspective Market Update 12-15-23

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.

The Week in Review: Economic Indicators Point to a Downturn, Yet a Goldilocks Outlook Sparks Excitement

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.

Extraordinary Life: Decorated Veteran Jon Fussell Unveils Wisdom and Leadership from the Frontlines

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.
Join us for an engaging conversation that unveils the extraordinary journey and leadership lessons cultivated on the frontlines of duty.

The Pallas Perspective - Planning Strategies for Savings and Retirement

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

Understanding the Anatomy of a Recession

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