2023 Client Dinner Recap:
Pavlos discusses with Levin Wilson of Putnam what the impact of higher interest rates are on the economy and how to take advantage of this dislocation: Rising Interest Rates
Small Cap Investing- Pavlos discusses Small Capitalized Companies with Portfolio Manager Suzanne Franks with the First Eagle Fund.: Small Cap Funds
Pavlos discusses higher taxes and tax saving strategies with Tax and Wealth Transfer Consultant Bill Cass of Putnam Funds: Tax and Wealth Transfer
