The Pallas Perspective

Dominic Bokor-Ingram speaks on geopolitical topics such as the Middle East and Ukraine, outlining possible outcomes and impacts to financial systems around the world.

Last week’s job data release showed that the unemployment rate is rising, and payroll growth is slowing. What might be the impact?

Ready to unlock more opportunities, build amazing connections, foster relationships and embark on thrilling adventures? Tune in to our latest Pallas Perspective episode where Director of Financial Planning – Shannon Smith and networking coach, keynote speaker and author Julie Brown sit down to share 6 essential networking tips for college students, post grads and anyone looking to elevate their ne...

This newsletter provides an overview of the current individual income tax, estate tax, and gift tax environment and outlines some of the major provisions of the 2017 Tax Cuts and Jobs Act (TCJA) that are set to expire.

Positive Corporate Earnings Have Been Supportive of Equities - learn more in the Pallas Perspective Week in Review.

Inflation Data Under Expectations for the First Time in Months - what does it mean?

Good News and Bad News – The Fed Holding Rates Unchanged

Join Pallas CEO and Founder Rich Mullen and Pallas President, Chief Operating Officer & Director of Planning James Landry, ChFC®, as they delve into a range of strategies when dealing with a concentrated stock position.

The Pallas team of Steve Kylander, Sr. Portfolio Manager and Mark Bogar, CIO, discuss First Quarter trends in the economy, inflation, interest rates, and the implications for stock and bond markets.

What’s in store for '24? Torsten Slok, Apollo’s Chief Economist, and Pallas Capital’s Andrew Krout (Senior Vice President – Wealth Management) and Stephen Kylander  (Senior Portfolio Manager) discuss inflation, capital markets, and the economy.

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.

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

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

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

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

Inflation Data declining Year Over Year Yet Stabilizing Near Term

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.

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.

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 unveil...

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

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

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

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 be higher for longer. However, following a historic third year of negative returns for the aggregate bond index, the role of bonds in a diversified portfolio is more attracti...

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.

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