The Pallas Perspective: Recent Episodes
pod617 - The Boston Podcast Network
The podcast that brings you conversations and professional analysis on the topics and trends affecting your everyday financial life. More info: https://pallascapitaladvisors.com/
Pallas Capital Advisors, LLC and its representatives do not provide legal or tax advice. You should consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice. The information contained herein is for informational purposes only, is not personalized investment advice, and should not be construed as a recommendation to purchase or sell any particular security, sector, or strategy to any individual person or entity.
Investment Advice offered through Pallas Capital Advisors, LLC, a registered investment advisor.
Pallas Senior Executives Steve Kylander, Senior Portfolio Manager and Rich Mullen, Founding Partner and Chief Executive Officer, discuss the state of the markets and what to expect in coming quarters.
Join Pallas Vice President and Portfolio Manager Cam Newton as she speaks with Lani Kane-Hanan about the path to Leadership in the world of Hospitality and Business.
Pallas Managing Director Andrew Krout speaks with Emmanuel Trinity, Founder and Chief Job Creator of ERA92 Group.
Pallas' Steve Kylander, Senior Portfolio Manager, and Todd Vandam, Senior Investment Strategist, speak with Dominick Bokor-Ingram, Senior Portfolio Manager for Emerging and Frontier Markets at Fiera Capital (Europe) about the war in Iran and its effect on the markets and geopolitics.
Join Shannon Smith, Director of Planning and Client Experience, and Cam Newton, Vice President and Portfolio Manager, for this special women, wealth and empowerment episode of the Pallas Perspective.
Join Rich Mullen, Founder and CEO, and Steve Kylander, Senior Portfolio Manager, as they provide a recap of 2025 and their outlook for 2026.
Pallas Managing Director Andrew Krout speaks with Phil Huber, Managing Director and head of portfolio solutions at Cliffwater on current economic conditions.
Pallas Capital's Cam Newton, Vice President and Portfolio Manager, sits down with Apollo's Diana Sands to discuss Private Equity.
Pallas CEO and Founder, Rich Mullen, speaks with Senior Portfolio Manager Steve Kylander on current economic conditions.
Pallas Founder and CEO Rich Mullen adds another Extraordinary Life interview to the Pallas roster, this time with Cara Belvin of Empower.
Rich Mullen, Founder and CEO of Pallas Capital Advisors, is interviewed on Bloomberg Daybreak Asia.
The estate planning impact of the Big Beautiful Bill is examined by Pallas Founder and CFO Charlie Evangelakos, President and Director of Planning James Landry, and Director of Planning Shannon Smith.
RIch Mullen, CEO and Founder, and Steve Kylander, Sr. Portfolio Manager, outline today's markets and provide a mid summer investment review.
House Passes Sweeping Domestic Policy Bill—Here’s How It Could Affect Your Taxes, Estate Plan, and More.
PCA's Gaurav Malik, Chief Investment Officer, and Steve Kylander, Sr. Portfolio Manager, provide the latest update on the state of the markets.
In the latest Market Update, Rich Mullen, Founder & CEO of PCA and Gaurav Malik, PCA Chief Investment Officer, discuss the recent tariffs and their potential effect on the economy.
Points on this week's topic:
-
Business tax changes: What to watch
-
Individual tax provisions: What’s changing?
-
Will the tax cuts be extended?
-
Next steps: Plan, prepare, and stay informed
- Bigger catch-up contributions for ages 60,61,62, and 63
- Mandatory auto-enrollment for new plans
- Easier access for part-time workers
Now is a good time to review your retirement planning...
Economic growth is the key to driving a positive return for markets in 2025 including a broadening out beyond the mega cap stocks. So far, the year is off to a great start in this regard.
Pallas Capital Advisors leadership Steve Kylander, Rich Mullen and Gaurav Mallik discuss the past year and what lies ahead in 2025.
In this week's podcast, find out why looking ahead to 2025 and beyond, the impact of the election is shaping up with the following expectations:
• Lower taxes for corporations and individuals
• Reduced regulation, benefiting more domestic-oriented companies
• Higher long-term Treasury rates and fewer Fed funds rate cuts
• Weaker growth in global markets
• A stronger USD, driven by better relative U.S. growth and higher yields
• Higher inflation, driven by stronger economic growth and tariffs on imports
Medicare Basics: what you need to know:
Medicare is a federal program that provides health insurance to retired individuals, regardless of their medical
condition, and certain younger people with disabilities or end-stage renal disease. Here are some basic facts
about Medicare and your financial planning that you should know.
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.
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 before the Fed lays down the hammer. Get the latest perspectives on what these factors mean for investors as the Fed gets closer to a rate-cutting cycle.
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 for markets to continue going up?
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?
Join Shannon Smith (PCA Director of Financial Planning and Client Experience) and Julie Brown as they discuss the top six tips for networking and developing your career contacts.
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.
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!
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 unveils the extraordinary journey and leadership lessons cultivated on the frontlines of duty.
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 attractive.
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.
Earning over $145,000 from your employer in 2023? Be prepared to lose another tax deduction next year. James Landry explains...
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 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.
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.
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 Debt Ceiling, Recession risk and Public/Private Debt Markets
The Pallas Capital Advisors team thinks that, overall, the nearly complete Corporate Earnings Season has performed better than expected. But what about Growth Trends?
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…
What you should know about the competitive process and leveraging transactions
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
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.
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"
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.
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.
In our Review this Week:
- Market signals a recession for 2023 - what are we watching?
- Recession checklist almost complete – watching unemployment and profits
In our Review this Week:
- Market signals a recession for 2023 - what are we watching?
- Recession checklist almost complete – watching unemployment and profits
This week in the Review:
Stagflation is here: Does sector positioning matter? • Stagflation periods have seen better relative performance by healthcare, energy and financials; and lower relative performance by industrials, information technology and materials • The consideration of sector exposure during periods of economic and interest rate inflection is a useful exercise
This week in the Review:
Stagflation is here: Does sector positioning matter? • Stagflation periods have seen better relative performance by healthcare, energy and financials; and lower relative performance by industrials, information technology and materials • The consideration of sector exposure during periods of economic and interest rate inflection is a useful exercise
Pallas Capital Advisors COO & Director of Planning, James Landry, ChFC, is joined by Eric Lalime, Managing Director, to discuss various ways to understand and navigate the world of charitable giving. Donation topics include: cash, Appreciated Securities, Bunching, Privately held stock, Donor Advised Stocks (DAFs), Qualified Charitable Distributions (QCDs), Charitable Trusts, private foundations and gifting artwork.
Pallas Capital Advisors COO & Director of Planning, James Landry, ChFC, is joined by Eric Lalime, Managing Director, to discuss various ways to understand and navigate the world of charitable giving. Donation topics include: cash, Appreciated Securities, Bunching, Privately held stock, Donor Advised Stocks (DAFs), Qualified Charitable Distributions (QCDs), Charitable Trusts, private foundations and gifting artwork.
This week in the Review:
PCA looks at the Inflation data for September hitting a 40-year high and the earnings season commencing on lowered expectations – which may be a sign of prospectively lower inflation and a bottoming process.
This week in the Review:
PCA looks at the Inflation data for September hitting a 40-year high and the earnings season commencing on lowered expectations – which may be a sign of prospectively lower inflation and a bottoming process.
This week in the Review:
Pallas Capital Advisors provides a Third Quarter Financial Markets Review and notes that the first days of October have started on a positive note.
This week in the Review:
Pallas Capital Advisors provides a Third Quarter Financial Markets Review and notes that the first days of October have started on a positive note.
Pallas Capital Advisors CEO & Founding Partner, Richard Mullen, is joined by Chief Investment Officer, Mark Bogar, CFA, CAIA, and Senior Portfolio Manager, Stephen Kylander, to discuss: September was the worst month for financial performance since the onset of Covid in March, 2020 and then the first days of October saw a sharp rebound. What’s going on? How should portfolios be positioned?
Pallas Capital Advisors CEO & Founding Partner, Richard Mullen, is joined by Chief Investment Officer, Mark Bogar, CFA, CAIA, and Senior Portfolio Manager, Stephen Kylander, to discuss: September was the worst month for financial performance since the onset of Covid in March, 2020 and then the first days of October saw a sharp rebound. What’s going on? How should portfolios be positioned?
This week in the Review:
1. September continues its tradition as a difficult month for markets on surging rate expectations. PCA outlines the impact of the implied Fed funds target rate; the Dot projection peak rate moving to 4.6% and Price to Earnings ratio (P/E) pulling back 25%.
2. September financial market performance and sentiment fall from already low levels. PCA looks at the AAII index finishing the month increasingly bearish and the historical precedents with the S&P 500 index.
This week in the Review:
1. September continues its tradition as a difficult month for markets on surging rate expectations. PCA outlines the impact of the implied Fed funds target rate; the Dot projection peak rate moving to 4.6% and Price to Earnings ratio (P/E) pulling back 25%.
2. September financial market performance and sentiment fall from already low levels. PCA looks at the AAII index finishing the month increasingly bearish and the historical precedents with the S&P 500 index.
This week in the Review:
- Hawkish Fed Policy Weighs on Financial Markets
-
- Impact of the Federal Open Market Committee (FOMC) raising the funds rate target range
- Tightening financial conditions
- Dollar continues to appreciate against foreign currency
2. As Recession Concerns Grow, Investors Can Look to History for Earnings Trends
-
- Recession: different impact on different sectors
This week in the Review:
- Hawkish Fed Policy Weighs on Financial Markets
-
- Impact of the Federal Open Market Committee (FOMC) raising the funds rate target range
- Tightening financial conditions
- Dollar continues to appreciate against foreign currency
2. As Recession Concerns Grow, Investors Can Look to History for Earnings Trends
-
- Recession: different impact on different sectors
This week in the Review:
- Disappointing CPI Report Raises Fed Funds Rate Expectations and Sets Back Market Sentiment
- Higher Cash Yields A Silver Lining in Choppy Market
- Thinking Ahead...
This week in the Review:
- Disappointing CPI Report Raises Fed Funds Rate Expectations and Sets Back Market Sentiment
- Higher Cash Yields A Silver Lining in Choppy Market
- Thinking Ahead...
This week in the Review:
- Fed Funds Rate Expectations Rise into Year End but Could Reflect a Peak
-
- Jackson Hole commentary
- Fuel Prices
- Labor and Housing continue to pressure CPI
2. Investor Sentiment Returns to Levels Near Record Lows
-
- AAII Sentiment Survey
- Historically low readings
This week in the Review:
- Fed Funds Rate Expectations Rise into Year End but Could Reflect a Peak
-
- Jackson Hole commentary
- Fuel Prices
- Labor and Housing continue to pressure CPI
2. Investor Sentiment Returns to Levels Near Record Lows
-
- AAII Sentiment Survey
- Historically low readings
Pallas Capital Advisors CEO & Founding Partner, Richard Mullen, is joined by Chief Investment Officer, Mark Bogar, CFA, CAIA, and Senior Portfolio Manager, Stephen Kylander, to discuss:
-
Stock and bond markets retreating over the past month
-
Hawkish Federal Reserve commentary
-
Rising interest rates
-
On-going inflation concerns driven by higher energy prices, particularly in Europe.
Pallas Capital Advisors CEO & Founding Partner, Richard Mullen, is joined by Chief Investment Officer, Mark Bogar, CFA, CAIA, and Senior Portfolio Manager, Stephen Kylander, to discuss:
-
Stock and bond markets retreating over the past month
-
Hawkish Federal Reserve commentary
-
Rising interest rates
-
On-going inflation concerns driven by higher energy prices, particularly in Europe.
This week in the Review:
- Powell Maintains Hawkish Tone in Jackson Hole, “Acting with Resolve Now”
-
- FOMC and the Federal Funds Rate
- Importance of Labor market and CPI
2. Relief Rally Under Fire, Stocks Turn Negative in August
-
- Rally reversing course
- Three indexes are now negative
- Housing Market and FOMC notes
Pallas Capital Advisors COO & Director of Planning, James Landry, ChFC, is joined by Director of Planning & Client Experience, Shannon Smith, CFP, AWMA, to discuss paying for college and what the impact of partial debt forgiveness means to:
- College costs
-
Ways to pay for college
- Financial Aid
-
College loans
-
Federal
- Private
- Deferred Interest
- Paying Back
- The President's Pardon
-
Ways to save
-
529 Savings Accounts
- Coverdale ESAs
- UTMA
- UGMA
- Taxable Accounts
- Roth IRAs
- Benefits of a 529 Plan
This week in the Review:
- European inflation remains elevated
- Federal Reserve positioning importance vs. CPI
This week in the Review:
- A Historic Yield Curve Inversion Has a Silver Lining
- Impact on short and longer term Duration Bonds
- Impact on inflation
- Home Sales Slow As Rates Rise But Prices Remain Firm on Limited Supply
- Existing home sales numbers falling...again
- Home price levels remain high
- Housing starts at two year low
Pallas Capital Advisors CEO & Founding Partner, Richard Mullen, is joined by Chief Investment Officer, Mark Bogar, CFA, CAIA, and Senior Portfolio Manager, Stephen Kylander, to discuss:
· Inflation data · The Market's reaction to Wednesday's CPI figures · Long run view on target allocations · Corporate earnings results
This week in the Review:
- Peak inflation is likely now behind U.S. but may remain elevated
-
- U.S. Consumer Price Index (CPI) report released Wednesday
- Performance of the Core Index
- What sectors are up or down
2. Mixed signals on economic growth but no cliff in sight in the near term
-
- The nature of negative growth in the U.S. GDP
- Negative GDP's effect on Financial markets
This week in the Review:
- Earnings Season and Forward Guidance Surpassing Low Expectations
-
- 74% of the S&P 500 have reported Q2 earnings
- Earnings have surprised to the upside
- Winners and Losers
2. Financial Markets Remain Reasonably Valued by Morningstar
-
- Morningstar price to fair value
- Headwinds of slower growth expectations and inflation could shift and turn to tailwinds.
This week in the Review:
-
Federal Reserve Tightens as Expected
-
The Fed hikes federal funds by 0.75%
- Impact on bond markets
-
Dovish comments met positively by market in short term
-
US GDP Confirms Slower Growth
-
Why GDP decreased less in the second quarter than the first
- Impact of the IMF World Economic Outlook Report
This week in the Review:
-
Investor Sentiment at Trough Levels
-
Latest Bank of America Fund Manager Survey results.
-
Impact on stock and cash allocations
-
Mounting Energy Concerns Further Headwind for Europe
-
Nord Stream and natural gas in the EU
Pallas Capital Advisors CEO & Founding Partner, Richard Mullen, is joined by Chief Investment Officer, Mark Bogar, CFA, CAIA, and Senior Portfolio Manager, Stephen Kylander, to discuss:
· What has been the driver of inflation? - Ukraine war impact on oil and food · What has benefited from inflation? · What has been impacted the most? - Concerns about recession including consumer cyclical, industrial and financial services · Where do we stand now?
Pallas Capital Advisors COO & Director of Planning, James Landry, ChFC, is joined by Director of Planning & Client Development, Shannon Smith, CFP, AWMA, to discuss:
- A Roth IRA versus a traditional IRA
- Conversion and Contribution of IRAs
- What is the Five Year Rule?
- The tax impact of removing money from a Roth or traditional IRA
- Roth IRAs and 401ks
- IRAs for Philanthropy and Legacy
- "Back Door Contributions" - pluses and minuses
Pallas Capital Advisors CEO & Founding Partner, Richard Mullen, is joined by Chief Investment Officer, Mark Bogar, CFA, CAIA, and Senior Portfolio Manager, Stephen Kylander, to discuss:
· The Fed and what it means to move from quantitative easing and low interest rates to quantitative tightening and higher rates
· Inflation running rampant and how Pallas Capital Advisors hedges this risk
· Factors driving the equity markets
· The impact the Russia-Ukraine war has had on global GDP, commodities, and supply chains
Learn more at pallascapitaladvisors.com.
Pallas Capital Advisors CEO & Founding Partner, Richard Mullen, is joined by Chief Investment Officer, Mark Bogar, CFA, CAIA, and Senior Portfolio Manager, Stephen Kylander, to discuss:
· The Fed and what it means to move from quantitative easing and low interest rates to quantitative tightening and higher rates
· Inflation running rampant and how Pallas Capital Advisors hedges this risk
· Factors driving the equity markets
· The impact the Russia-Ukraine war has had on global GDP, commodities, and supply chains
Learn more at pallascapitaladvisors.com.
At the end of last month, the Biden administration released its General Explanations of the Administration’s Fiscal Year 2023 Revenue Proposals (the 2023 Greenbook). The Greenbook includes nearly 50 proposals totaling 114 pages and represent the first comprehensive tax revenue-raising proposal from the administration since Build Back Better failed to advance in Congress late last year. In this episode of The Pallas Perspective, James Landry and Charlie Evangelakos discuss these proposals and how they could impact millions of taxpayers if enacted into law. For more information visit: https://pallascapitaladvisors.com/insights/its-greenbook-time/
Richard Mullen and Mark Bogar are joined by special guest Chris Miller, an assistant professor of international history at Tufts University and co-director of the school’s Russia and Eurasia Program. Chris, a frequent commentator on CBS, CNBC, Bloomberg, and the New York Times, provides insight into the Ukrainian invasion.
Mark Bogar sits down with Richard Mullen and Stephen Kylander to discuss the Russia-Ukraine conflict and its implications on the market.
James Landry and Charles Evangelakos discuss the topic of business owner exit planning in the first episode of this series.
Back in September, the House Ways and Means Committee proposed the Build Back Better Act that would include significant income and estate tax provisions, resulting in a "seismic shift" in the trust and estate planning landscape. While a new slimmed-down version was unveiled at the end of October, there are still parts that could significantly impact income tax, estate, and trust planning strategies.
Jay Pabian, Partner at Rubin and Rudman LLP, joins James Landry and Joe Cullen to discuss estate and income tax considerations in light of the Build Back Better agenda.
Coming off of this year’s Olympic games, James Landry and Joe Cullen had the opportunity to interview Dr. Jenny Thompson, the most decorated female Olympic swimmer in history. But Jenny didn’t stop there – following her successful swimming career, she obtained her medical degree and is now an anesthesiologist. In this episode, Jenny discusses the experiences and challenges that have contributed to her success.
James Landry, Charles Evangelakos, and Mark Bogar dive deeper into concentrated stock positions and the various hedging strategies investors may use to manage the associated risk.
What are some risks and concerns of a single-security concentration? Charles Evangelakos and Mark Bogar join host James Landry for a discussion on concentrated stock positions.
Michelle Palomera led Genpact's banking and capital markets practice for digital and customer experience. She was responsible for revenue and sales go-to-market strategy.
With over 30 years of experience in customer experience, technology, and consulting in the financial services industry, Michelle has helped to grow and scale two startups that resulted in acquisitions by global public companies.
Michelle has also had more than her fair share of adversity. In this episode, she shares her, and her family's, experience with Alzheimer's disease.
James Landry is joined by Mark Bogar, CFA, the Chief Investment Officer of Pallas Capital Advisors, and Rich Mullen, CEO & Founding Partner of Pallas Capital, to discuss the US economy and economic distortions.
James is joined by Joe Donovan, JD LLM from NFP Insurance Services and Pallas Capital's CFO and partner Charlie Evangelakos to discuss the ways insurance can be used as part of an overall financial plan.
Chad DeBolt from Saxum Real Estate joins the team for a conversation on Qualified Opportunity Zones and Qualified Opportunity Funds, and the potential benefit to investors.
James Landry is joined by Option One Technologies CEO & Co-Founder, Steve Kiley, for a conversation on the importance of cyber security, and what you can be doing to protect yourself in the digital world.
James Landry is joined by special guest Steve Burke from McLane Middleton for a timely conversation on planning ideas in light of President-elect Biden’s tax policy proposals.
Rich Mullen and Mark Bogar, CFA, join James Landry to recap 2020 and look ahead to 2021.
James Landry is joined by: colleagues Charles C. Evangelakos and Greg Boyle; and Wheels Up Founder Kenny Dichter to discuss charitable giving strategies.Pallas Capital Advisors: https://pallascapitaladvisors.com/
Wheels Up: https://wheelsup.com/
Pallas Capital Advisors, LLC, Triad Advisors, LLC, and their representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice. The information contained herein is for informational purposes only, is not personalized investment advice, and should not be construed as a recommendation to purchase or sell any particular security, sector, or strategy to any individual person or entity.
Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Investment Advice offered through Pallas Capital Advisors, LLC, a registered investment advisor. Pallas Capital Advisors, LLC is a separate entity from Triad Advisors, LLC.
James Landry sits down with Mark Bogar, CFA, to discuss the post-election results and offer insight into what the results may mean for you.
Mark Bogar, Chief Investment Officer of Pallas Capital Advisors, and his colleague Rich Mullen, Co-Founder and Managing Director of Pallas Capital Advisors, join the show to discuss how the result of the presidential election could affect your stock portfolio -- and what you can do about it.This is the podcast that brings you conversations and professional analysis on the topics and trends affecting your everyday financial life. More info: https://pallascapitaladvisors.com/
A production of The Boston Podcast Network. To produce your own show please visit www.pod617.com
CPA Karen Regan joins the show to talk about the 2020 presidential election and implications for individual and business tax planning.
The discussion covers employee benefits; key employees; 401k, deferred comp; key man insurance; and deferred comp.
More info: https://pallascapitaladvisors.com/
Get your own podcast from pod617 at www.pod617.com/contact
The inaugural episode of the podcast that brings you conversations and professional analysis on the topics and trends affecting your everyday financial life. More info: https://pallascapitaladvisors.com/