The Pallas Perspective

Big, Yes - but Beautiful?

House Passes Sweeping Domestic Policy Bill—Here’s How It Could Affect Your Taxes, Estate Plan, and More.

Building Better Software Businesses: Vista Equity’s Approach to Innovation, Growth, and AI

Learn about Vista Equity and how they currently approach innovation, growth, and AI.

State of The Markets - Latest Updates

PCA's Gaurav Malik, Chief Investment Officer, and Steve Kylander, Sr. Portfolio Manager, provide the latest update on the state of the markets.

Navigating New Tariffs: The Latest Market Update

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.

The Trump tax policy sunset: What it means for you

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
 

Secure 2.0 Act - 2025 Changes. What is new in 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...

2025 Economic Growth: Unlocking Market Potential Beyond Mega Caps

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.

Navigating Growth in 2025

Pallas Capital Advisors leadership Steve Kylander, Rich Mullen and Gaurav Mallik discuss the past year and what lies ahead in 2025.

The Impact of the 2024 Presidential Election on Financial Markets

In this week's podcast, find out why looking ahead to 2025 and beyond, the impact of the election is shaping up with the following expectations:• Lower taxes for corporations and individuals• Reduced regulation, benefiting more domestic-oriented companies• Higher long-term Treasury rates and fewer Fed funds rate cuts• Weaker growth in global markets• A stronger USD, driven by better relative U.S. growth and higher yields• Higher inflation, driven by stronger economic growth and tariffs on imports
 

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.