Research

Key Observations A lackluster showing from hedge funds in 2023 was driven largely by an underweight to mega-cap U.S. stocks. However, despite mega-cap outperformance in 2024, hedge funds are off…

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…

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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 –…

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…

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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…

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,…

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