The podcast that brings you conversations and professional analysis on the topics and trends affecting your everyday financial life. More info at pallascapitaladvisors.com
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Planning for Medicare - What to Know
25:44
25:44
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Pallas President, Chief Operating Officer and Director of Planning James Landry speaks with Michael McCarthy, Pallas SVP, and Medicare planning expert Brad Carlson regarding planning for Medicare.Door Pallas Capital Advisors
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Before the Fed Brings Down the Hammer: Our Take on What It Means for Investors
37:04
37:04
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37:04
Join the Pallas Capital investment team—Gaurav Mallik, Chief Investment Officer, and Stephen Kylander—as they sit down with Michael Arone, Chief Investment Strategist and Managing Director at State Street Global Advisors, to explore market resilience, the importance of diversification, and navigating investor sentiment in a volatile environment—all…
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Following a few weeks of turbulence in the financial markets, a calmer week allowed the Pallas team to refocus on mid- and long-term priorities. As we reviewed the market and macroeconomic developments from last week, the following topics were top of mind for our investment team: Can we expect a soft Landing? Did earnings deliver enough optimism fo…
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Investor's fresh perspective on geopolitical hotspots around the globe
37:17
37:17
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37:17
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.Door Pallas Capital Advisors
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Last week’s job data release showed that the unemployment rate is rising, and payroll growth is slowing. What might be the impact?Door Pallas Capital Advisors
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Top Six Tips for Networking
16:21
16:21
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16:21
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,…
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The 2017 Tax Cuts and Jobs Act and the Setting Sun
15:02
15:02
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15:02
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.Door Pallas Capital Advisors
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Positive Corporate Earnings Have Been Supportive of Equities - learn more in the Pallas Perspective Week in Review.Door Freelance Imaging
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Inflation Data Under Expectations for the First Time in Months - what does it mean?Door Freelance Imaging
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Good News and Bad News – The Fed Holding Rates UnchangedDoor Freelance Imaging
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The Pallas Perspective - Understanding the Options with Concentrated Stock Positions - 4-26-24
33:47
33:47
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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.Door Freelance Imaging
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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.Door Freelance Imaging
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What's in Store for '24 - The Pallas Perspective Interviews Apollo Global Management Chief Economist Torsten Slok
49:48
49:48
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49:48
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.Door Freelance Imaging
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The Pallas Perspective Market Update - 3-15-24
12:14
12:14
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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.Door Freelance Imaging
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High Relative Valuations for Equities Require Valuation Discipline and Focus on Long-Term FundamentalsDoor Freelance Imaging
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The Pallas Perspective - Navigating Key Financial Data for 2024
16:54
16:54
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The Pallas Planning team discuss upcoming changes that have potential impact on savings and investments.Door Freelance Imaging
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Equity Market Sentiment Has Turned Bullish: Strong Recent Performance May be Due for a Pause.Door Freelance Imaging
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Money Market Fund Yields are Attractive; However, History Rewards Duration at Peak Fed Fund Rate. Listen now for more information!Door Freelance Imaging
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Inflation Data declining Year Over Year Yet Stabilizing Near TermDoor Freelance Imaging
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The Pallas Perspective Market Update 12-15-23
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14:01
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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.Door Freelance Imaging
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The Week in Review: Economic Indicators Point to a Downturn, Yet a Goldilocks Outlook Sparks Excitement
5:45
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.Door Freelance Imaging
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Extraordinary Life: Decorated Veteran Jon Fussell Unveils Wisdom and Leadership from the Frontlines
51:23
51:23
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51:23
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…
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The Pallas Perspective - Planning Strategies for Savings and Retirement
21:05
21:05
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21:05
Pallas Planning Team members James Landry, ChFC® and Shannon Smith, CFP, AWMA, discuss 401ks, Roth IRAs and what the story is with recent changes.Door Freelance Imaging
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Understanding the Anatomy of a Recession
31:09
31:09
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The Pallas Investment Team meets with Matt Reardon of ClearBridge Investments to discuss economic and geopolitical events.Door Freelance Imaging
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This Week from the Pallas Perspective - 9-29-23 - Leading Economic Indicator Signals a Potential Brake on Rising Rates
4:54
This week PCA outlines the Bond market situation and the potential for Federal Reserve action.Door Freelance Imaging
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This Week From the Pallas Perspective - After a Tough Couple of Years, Bonds Positioned to Play a Role in Diversified Portfolios
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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…
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The Pallas Perspective Market Update for September 8th - Inflation, Rates and Equity Market Implications
11:10
11:10
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11:10
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.Door Freelance Imaging
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Navigating Economic Trends: Financial Performance Amidst Persistent Inflation and Elevated Interest Rates.Door Freelance Imaging
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Earning over $145,000 from your employer in 2023? Be prepared to lose another tax deduction next year. James Landry explains...Door Freelance Imaging
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This Week From the Pallas Perspective looks at the recent Fitch Ratings downgrade of the US from "AAA" to "AA+" and its historical significance.Door Freelance Imaging
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This year’s market performance is more evidence that investor sentiment can turn on a dime. The history of bear markets and short-term corrections shows that markets can turn around when it’s least expected, especially when investors are most pessimistic.Door Freelance Imaging
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The Pallas Perspective Market Update for July 14th, 2023
14:45
14:45
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14:45
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.Door Freelance Imaging
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Pallas Perspective Week in Review: The U.S. Equity Market Reaches an Elevated Valuation Level, but Options Exist
4:39
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.Door Freelance Imaging
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Carlyle’s Brian Marcus and Pallas CIO Mark Bogar Discuss the Potential Economic Impact of Recent Events
34:44
34:44
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34:44
Carlyle's Brian Marcus and Pallas CIO Mark Bogar discuss the Debt Ceiling, Recession risk and Public/Private Debt MarketsDoor Freelance Imaging
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The Pallas Capital Advisors team thinks that, overall, the nearly complete Corporate Earnings Season has performed better than expected. But what about Growth Trends?Door Freelance Imaging
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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.Door Freelance Imaging
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The advantage of partnering with an investment banker before your next business transaction…
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27:10
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The advantage of partnering with an investment banker before your next business transaction… What you should know about the competitive process and leveraging transactionsDoor Freelance Imaging
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Top 10 Things Women should know about Finance - by Women!
15:08
15:08
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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.Door Freelance Imaging
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The Pallas Capital Advisors team discuss the key takeaways from the recent Fed meeting and 25 basis point raise.Door Freelance Imaging
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Market Update Special Edition – Perspective on recent bank failures
11:59
11:59
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The Pallas Capital Advisors team discuss their various perspectives on recent bank failures.Door Freelance Imaging
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Federal Reserve Chairman Powell’s Remarks create the largest yield inversion in 40 years. What does it mean?Door Freelance Imaging
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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...Door Freelance Imaging
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Pallas planners discuss updates to SECURE 2.0
29:00
29:00
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29:00
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…Door Freelance Imaging
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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.Door Freelance Imaging
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Learn what’s in store for 2023 – The Torsten Slok Interview
44:11
44:11
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44:11
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.Door Freelance Imaging
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While the seeds have been set for a darkest before the dawn scenario for 2023, corporate earnings, inflation and Federal Reserve actions all remain in play as we enter into the New Year.Door Freelance Imaging
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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 invi…
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The Pallas Perspective Interview: Chris Hennessey
33:34
33:34
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33:34
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 timel…
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Planning Update - Friday, December 2, 2022
21:53
21:53
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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"Door Freelance Imaging
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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.Door Freelance Imaging
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