The Pallas Perspective

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.

This Week from the Pallas Perspective - 9-29-23 - Leading Economic Indicator Signals a Potential Brake on Rising Rates

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

This Week From the Pallas Perspective - After a Tough Couple of Years, Bonds Positioned to Play a Role in Diversified Portfolios

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 behigher for longer. However, following a historic third year of negative returns for the aggregate bond index, therole of bonds in a diversified portfolio is more attractive.

The Pallas Perspective Market Update for September 8th - Inflation, Rates and Equity Market Implications

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.

This Week from the Pallas Perspective - Navigating Economic Trends

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

The “R” in IRS Stands for “Revenue” (and they want to see it)

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

U.S. Debt Downgrade Mostly Met with Resilience

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

This Week from Pallas - Negative Consumer Attitude Once Again Leads a Market Recovery

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