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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.
115 Episodes
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Join Rich Mullen, Founder and CEO, and Steve Kylander, Senior Portfolio Manager, as they provide a recap of 2025 and their outlook for 2026.
Pallas Managing Director Andrew Krout speaks with Phil Huber, Managing Director and head of portfolio solutions at Cliffwater on current economic conditions.
Pallas Capital's Cam Newton, Vice President and Portfolio Manager, sits down with Apollo's Diana Sands to discuss Private Equity.
Pallas Capital Advisors third quarter commentary.
Pallas CEO and Founder, Rich Mullen, speaks with Senior Portfolio Manager Steve Kylander on current economic conditions.
Pallas Founder and CEO Rich Mullen adds another Extraordinary Life interview to the Pallas roster, this time with Cara Belvin of Empower.
Rich Mullen, Founder and CEO of Pallas Capital Advisors, is interviewed on Bloomberg Daybreak Asia.
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.
RIch Mullen, CEO and Founder, and Steve Kylander, Sr. Portfolio Manager, outline today's markets and provide a mid summer investment review.
House Passes Sweeping Domestic Policy Bill—Here’s How It Could Affect Your Taxes, Estate Plan, and More.
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.
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 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.
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