The Pallas Perspective

Pallas Capital Advisors
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The Pallas Perspective

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.

  1. -3 J

    Medicare Open Enrollment: Don’t Miss Your Chance!

    Medicare Basics: what you need to know:Medicare is a federal program that provides health insurance to retired individuals, regardless of their medicalcondition, and certain younger people with disabilities or end-stage renal disease. Here are some basic factsabout Medicare and your financial planning that you should know.

    15 min

  2. 27 SEPT.

    Planning for Medicare - What to 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.

    26 min

  3. 3 SEPT.

    Before the Fed Brings Down the Hammer: Our Take on What It Means for Investors

    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.

    37 min

  4. 23 AOÛT

    Market Reflections: Pallas Capital’s strategic focus amid market calm

    Following a few weeks of turbulence in the financial markets, a calmer week allowed the Pallas team to refocuson 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?

    5 min

  5. 8 AOÛT

    Investor's fresh perspective on geopolitical hotspots around the globe

    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.

    37 min

  6. 12 JUIL.

    The Latest Employment Data is in support of Rate Cuts

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

    4 min

  7. 1 JUIL.

    Top Six Tips for Networking

    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 networking…

    16 min

  8. 12 JUIN

    The 2017 Tax Cuts and Jobs Act and the Setting Sun

    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.

    15 min
Tout afficher (97)

Notes et avis

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À propos

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.

Informations

  • Création
    Pallas Capital Advisors
  • Années d’activité
    2020 - 2024
  • Épisodes
    97
  • Classification
    Tous publics
  • Copyright
    © Copyright 2022 All rights reserved.
  • Site web de l’émission
    The Pallas Perspective

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