A data driven view into partisan politics In 2024, citizens worldwide will head to the polls, shaping the course of their nations. National elections are slated to occur in countries…
Laura NortonApril 15, 2024
The concept of a spending policy is to provide guidance and guardrails when it comes to thoughtfully using and protecting investment resources. It has application among all investor types –…
Freya WoodrowMarch 20, 2024
Written By: Eric Sterner, CFA, CAIA, FRM, CIPM Chief Investment Officer, Apollon Wealth Management and Apollon Financial Elections’ Impacts on the Stock Markets Over the past year, investors had a…
Laura NortonFebruary 27, 2024
Trends in Corporate Retirement Plan Offerings In this piece, we take a look at the past, present and likely future state of the retirement savings vehicles offered by private sector…
Freya WoodrowDecember 18, 2023
According to Charles Schwab, retirement planning is the number one source of financial stress for the majority of Americans. Given the potential for retirement to span 20 or more years,…
Freya WoodrowDecember 15, 2023
SECURE 2.0: Five Key Provisions for 2024 It’s been about nine months since Congress passed a handful of laws, collectively referred to as SECURE 2.0. SECURE 2.0 contained over 90…
Freya WoodrowSeptember 19, 2023