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 Perspective - Quarterly Commentary for Q1 - 4-12-24

Apr 12th, 2024 9m 34s

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 - The Pallas Perspective Interviews Apollo Global Management Chief Economist Torsten Slok

Mar 25th, 2024 49m 48s

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 Perspective Market Update - 3-15-24

Mar 14th, 2024 12m 14s

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 Pallas Perspective Market Update - 3-15-24

Mar 14th, 2024 12m 14s

The Pallas Perspective Week in Review - Friday, March 8th, 2024

Mar 8th, 2024 5m 45s

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

The Pallas Perspective - Navigating Key Financial Data for 2024

Feb 16th, 2024 16m 54s

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

The Week in Review from the Pallas Perspective - Friday, February 9th, 2024

Feb 12th, 2024 3m 55s

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

This Week from the Pallas Perspective - January 26th, 2024

Jan 26th, 2024 3m 54s

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

The Week In Review from the Pallas Perspective - January 12th, 2024

Jan 16th, 2024 3m 37s

Inflation Data declining Year Over Year Yet Stabilizing Near Term

The Pallas Perspective Market Update 12-15-23

Dec 19th, 2023 14m 1s

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.

The Week in Review: Economic Indicators Point to a Downturn, Yet a Goldilocks Outlook Sparks Excitement

Dec 1st, 2023 5m 45s

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

Extraordinary Life: Decorated Veteran Jon Fussell Unveils Wisdom and Leadership from the Frontlines

Nov 10th, 2023 51m 23s

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 FussellPallas Capital takes pride in providing a platform for Jon to share hi

The Pallas Perspective - Planning Strategies for Savings and Retirement

Oct 25th, 2023 21m 5s

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

Understanding the Anatomy of a Recession

Oct 18th, 2023 31m 9s

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

This Week from the Pallas Perspective - 9-29-23 - Leading Economic Indicator Signals a Potential Brake on Rising Rates

Sep 29th, 2023 4m 54s

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

This Week From the Pallas Perspective - After a Tough Couple of Years, Bonds Positioned to Play a Role in Diversified Portfolios

Sep 15th, 2023 4m 15s

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 behigher for long

The Pallas Perspective Market Update for September 8th - Inflation, Rates and Equity Market Implications

Sep 8th, 2023 11m 10s

This Week from the Pallas Perspective - Navigating Economic Trends

Sep 6th, 2023 4m 48s

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

The “R” in IRS Stands for “Revenue” (and they want to see it)

Aug 18th, 2023 6m 7s

Earning over $145,000 from your employer in 2023? Be prepared to lose another tax deduction next year. James Landry explains...

The Audible Local Ledger Reads to the Blind - The Cape Cod Times - 8-11-23

Aug 11th, 2023 59m 15s

The Audible Local Ledger, a non-profit organization that is part of the Massachusetts Audio Information Network, reads local news and information to several hundred blind and print disabled listeners on the Cape, Islands and South Coast of Mass

U.S. Debt Downgrade Mostly Met with Resilience

Aug 4th, 2023 3m 57s

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 Week from Pallas - Negative Consumer Attitude Once Again Leads a Market Recovery

Jul 21st, 2023 3m 14s

This year’s market performance is more evidence that investor sentiment can turn on a dime. The history ofbear markets and short-term corrections shows that markets can turn around when it’s least expected, especiallywhen investors are most p