The Pallas Perspective

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.

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

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

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

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...

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…

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 – Torsten Slok, Apollo’s Chief Economist, and Pallas Capital’s investment team discuss inflation, capital markets, and the economy.

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.

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