The Pallas Perspective

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

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

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.

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

- Bigger catch-up contributions for ages 60,61,62, and 63 - Mandatory auto-enrollment for new plans - Easier access for part-time workers Now is a good time to review your retirement planning...

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.

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

Medicare Basics: what you need to know: Medicare is a federal program that provides health insurance to retired individuals, regardless of their medical condition, and certain younger people with disabilities or end-stage renal disease. Here are some basic facts about Medicare and your financial planning that you should 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. 

Following a few weeks of turbulence in the financial markets, a calmer week allowed the Pallas team to refocus on 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?

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.

Last week’s job data release showed that the unemployment rate is rising, and payroll growth is slowing. What might be the impact?

This newsletter provides an overview of the current individual income tax, estate tax, and gift tax environment and outlines some of the major provisions of the 2017 Tax Cuts and Jobs Act (TCJA) that are set to expire.

Positive Corporate Earnings Have Been Supportive of Equities - learn more in the Pallas Perspective Week in Review.

Inflation Data Under Expectations for the First Time in Months - what does it mean?

Good News and Bad News – The Fed Holding Rates Unchanged