Market Updates
Synopsis Apollon updates asset class assumptions at least annually to reflect 10-year estimates for asset class returns, standard deviations, skewness, kurtosis and correlations. This paper details our input assumptions for…
Laura NortonJanuary 17, 2023
Research
Key Takeaways – Opportunity Set and Diversification The opportunity outside the U.S. is much larger and foreign countries account for the vast majority of global GDP Correlations are elevated, but…
Laura NortonDecember 20, 2022
Year-end is fast approaching, with the holidays just around the corner. While the market malaise may be front-and-center on the minds of many, individuals should not overlook year-end planning opportunities…
Laura NortonDecember 10, 2022
Key Observations While longer term performance remained strong, one-year return calculations have moderated across all private equity strategies. The fundraising environment was competitive and both middle market and emerging managers…
Laura NortonSeptember 25, 2022
News
CIO Eric Sterner returned to Reuters to discuss Wednesday’s PPI data and retail sales drop and what the market reaction signals. Click here to watch video
Laura NortonJanuary 21, 2023
The SECURE 2.0 Act of 2022 (“SECURE 2.0”) is chock-full of provisions – 92, in fact – aimed at improving Americans’ preparedness for retirement. Like SECURE Act 1.0 (passed December…
Laura NortonJanuary 17, 2023
EPS Estimates Too High For A Recession and Where Inflation Is Going EPS estimates are too high to account for a potential recession, even if it's mild, says Eric Sterner.…
Laura NortonJanuary 17, 2023
Founding Partner and COO of Apollon Wealth Management, Rob Gorman, spoke with Liz Kneuven of U.S. News and World Report about the importance of filing for taxes early due to…
Laura NortonJanuary 4, 2023
Apollon Advisor Michael Lewis II CFP®, CLU®, CHFC® published in Kiplinger article Is working with your financial advisor a holistic experience or just investment management? Michael Lewis, Wealth Management Advisor, notes that…
Laura NortonDecember 22, 2022
By leaning into collaborative work, advisors can spur firm growth. Rob Gorman | Aug 11, 2022 In the current economic environment, investors—both seasoned and new—are seeking strategies for safeguarding their assets…
Laura NortonSeptember 19, 2022