The podcast that brings you conversations and professional analysis on the topics and trends affecting your everyday financial life. More info: https://pallascapitaladvisors.com Pallas Capital Advisors, LLC and its representatives do not provide legal or tax advice. You should consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice. The information contained herein is for informational purposes only, is not personalized investment advice, and should not be construed as a recommendation to purchase or sell any particular security, sector, or strategy to any individual person or entity. Investment Advice offered through Pallas Capital Advisors, LLC, a registered investment advisor.
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The podcast that brings you conversations and professional analysis on the topics and trends affecting your everyday financial life. More info: https://pallascapitaladvisors.com Pallas Capital Advisors, LLC and its representatives do not provide legal or tax advice. You should consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice. The information contained herein is for informational purposes only, is not personalized investment advice, and should not be construed as a recommendation to purchase or sell any particular security, sector, or strategy to any individual person or entity. Investment Advice offered through Pallas Capital Advisors, LLC, a registered investment advisor.
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.
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 workersNow 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.
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 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.
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.
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.
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?
The podcast that brings you conversations and professional analysis on the topics and trends affecting your everyday financial life. More info: https://pallascapitaladvisors.com Pallas Capital Advisors, LLC and its representatives do not provide legal or tax advice. You should consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice. The information contained herein is for informational purposes only, is not personalized investment advice, and should not be construed as a recommendation to purchase or sell any particular security, sector, or strategy to any individual person or entity. Investment Advice offered through Pallas Capital Advisors, LLC, a registered investment advisor.
