The Pallas Perspective

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.

Planning for Medicare - What to Know

Pallas President, Chief Operating Officer and Director of Planning James Landry speaks with Michael McCarthy, Pallas SVP, and Medicare planning expert Brad Carlson regarding planning for Medicare. 

Before the Fed Brings Down the Hammer: Our Take on What It Means for Investors

Join the Pallas Capital investment team—Gaurav Mallik, Chief Investment Officer, and Stephen Kylander—as they sit down with Michael Arone, Chief Investment Strategist and Managing Director at State Street Global Advisors, to explore market resilience, the importance of diversification, and navigating investor sentiment in a volatile environment—all before the Fed lays down the hammer. Get the latest perspectives on what these factors mean for investors as the Fed gets closer to a rate-cutting cycle.

Market Reflections: Pallas Capital’s strategic focus amid market calm

Following a few weeks of turbulence in the financial markets, a calmer week allowed the Pallas team to refocuson mid- and long-term priorities. As we reviewed the market and macroeconomic developments from last week,the following topics were top of mind for our investment team:
Can we expect a soft Landing?
Did earnings deliver enough optimism for markets to continue going up?

Investor's fresh perspective on geopolitical hotspots around the globe

Dominic Bokor-Ingram speaks on geopolitical topics such as the Middle East and Ukraine, outlining possible outcomes and impacts to financial systems around the world.