The Pallas Perspective

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...

6 Joulu 202233min

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"

2 Joulu 202221min

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.

18 Marras 20224min

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 m...

4 Marras 20225min

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

28 Loka 20225min

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 perfo...

21 Loka 20228min

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. ...

17 Loka 202233min

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 lowe...

14 Loka 20229min