The Pallas Perspective

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.

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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.

Karen Regan, CPA, CVA, joins James Landry to discuss year-end tax planning in 2020.

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.