The Pallas Perspective

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. 

The Pallas Perspective Market Update for July 14th, 2023

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.

Pallas Perspective Week in Review: The U.S. Equity Market Reaches an Elevated Valuation Level, but Options Exist

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.

Carlyle’s Brian Marcus and Pallas CIO Mark Bogar Discuss the Potential Economic Impact of Recent Events

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

Corporate Earnings Season is Better than Anticipated but growth trends are negative...

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

April CPI Suggests Slowing Inflation

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.

The advantage of partnering with an investment banker before your next business transaction…

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

Top 10 Things Women should know about Finance - by Women!

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.