The Pallas Perspective

Pallas planners discuss updates to SECURE 2.0

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…

The view from here: Long-term optimism with steady volatility

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.

Learn what’s in store for 2023 – The Torsten Slok Interview

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.

After a Historically Weak 2022 for Financial Markets – What might be in store for 2023?

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

2023 Outlook: Why we’re raising our capital market expectations

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 invite you to join us on Jan 18 at 12 noon. Please register in advance here... pallascapitaladvisors.com

The Pallas Perspective Interview: Chris Hennessey

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 timely topics and is also Professor Emeritus of Law at the Babson College School of Executive Education.

Planning Update - Friday, December 2, 2022

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"
 

PCA Week in Review - Friday, November 18, 2022

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.

PCA Week in Review - Friday, November 4th, 2022

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 markets. In tribute to Byron’s annual list of top ten surprises, we are pleased to share the top ten takeaways from our discussion.

PCA Week in Review - Friday, October 28, 2022

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