The Pallas Perspective
The podcast that brings you conversations and professional analysis on the topics and trends affecting your everyday financial life. More info at pallascapitaladvisors.com
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Episodes
5 hours ago
5 hours ago
Rich Mullen, Founder and CEO of Pallas Capital Advisors, is interviewed on Bloomberg Daybreak Asia.
5 hours ago
5 hours ago
The estate planning impact of the Big Beautiful Bill is examined by Pallas Founder and CFO Charlie Evangelakos, President and Director of Planning James Landry, and Director of Planning Shannon Smith.
Friday Jul 11, 2025
Friday Jul 11, 2025
RIch Mullen, CEO and Founder, and Steve Kylander, Sr. Portfolio Manager, outline today's markets and provide a mid summer investment review.
Friday Jun 13, 2025
Friday Jun 13, 2025
House Passes Sweeping Domestic Policy Bill—Here’s How It Could Affect Your Taxes, Estate Plan, and More.
Thursday May 08, 2025
Thursday May 08, 2025
Learn about Vista Equity and how they currently approach innovation, growth, and AI.
Tuesday Apr 08, 2025
Tuesday Apr 08, 2025
PCA's Gaurav Malik, Chief Investment Officer, and Steve Kylander, Sr. Portfolio Manager, provide the latest update on the state of the markets.
Friday Apr 04, 2025
Friday Apr 04, 2025
In the latest Market Update, Rich Mullen, Founder & CEO of PCA and Gaurav Malik, PCA Chief Investment Officer, discuss the recent tariffs and their potential effect on the economy.
Friday Mar 07, 2025
Friday Mar 07, 2025
Points on this week's topic:
- Business tax changes: What to watch
- Individual tax provisions: What’s changing?
- Will the tax cuts be extended?
- Next steps: Plan, prepare, and stay informed
Friday Feb 28, 2025
Friday Feb 28, 2025
- Bigger catch-up contributions for ages 60,61,62, and 63- Mandatory auto-enrollment for new plans- Easier access for part-time workersNow is a good time to review your retirement planning...
Friday Jan 24, 2025
Friday Jan 24, 2025
Economic growth is the key to driving a positive return for markets in 2025 including a broadening out beyond the mega cap stocks. So far, the year is off to a great start in this regard.