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

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.