Summer Doldrums Markets took a step back in August as sentiment shifted surrounding Fed policy Key Observations Fitch downgraded the United States’ credit rating to AA+ from AAA at the…
Freya WoodrowSeptember 8, 2023
Market Updates
Markets Heat Up in July Favorable economic data fuels risk assets as markets post solid gains during July. Key Observations • Markets posted favorable returns in July as investors found…
Freya WoodrowAugust 15, 2023
Research
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
Watch Your Step! Avoid These 10 Common Investor Pitfalls Following a difficult 2022, the vast majority of fixed income and equity asset classes find themselves in positive territory on a…
Freya WoodrowSeptember 13, 2023
Commercial Real Estate: The Next Shoe to Drop? There appear to be several misperceptions around the level of stress in the commercial real estate market today. The extreme pessimism around…
Freya WoodrowAugust 28, 2023
The Artificial Intelligence Revolution is Here Where Should Investors Begin? Google CEO Sundar Pichai recently described the impact of artificial intelligence (AI) as “more profound than fire or electricity,” which…
Freya WoodrowAugust 21, 2023
Key Observations Hedge funds shined in 2022 when both equities and fixed income markets experienced sharp declines. Diversification across various hedge fund managers and strategy types continues to be a…
Laura NortonMay 28, 2023
A look back on the target date landscape in 2022 April 2023 Key Observations • Target date offerings continued to garner the lion’s share of defined contribution assets and are…
Laura NortonMay 7, 2023
Planning
As a business owner, ensuring a smooth transition of your business is essential for preserving your legacy and protecting your hard-earned wealth. Here's a valuable tip to guide you through…
Laura NortonAugust 25, 2023
Are You Overpaying 'Uncle Sam'? Five Key Considerations for Improving Tax-Efficiency Taxes play a significant role in everyone's financial life, and maximizing tax efficiency can have a substantial impact on…
Freya WoodrowAugust 18, 2023
1. Update Your Budget & Understand Your Cash Flows As your family starts to grow, so too does your expenses. Ensuring you have budgeted for new/upcoming expenses can go a…
Laura NortonJuly 25, 2023
The skyrocketing cost of college education has become a growing concern for students and families across the U.S. As tuition continues to rise, it is crucial to adopt a proactive…
Freya WoodrowJuly 20, 2023
The rise of social media and advancing technology have contributed to an increase in scams targeting all demographics. Protecting your identity, financial well-being and privacy is of utmost importance in…
Freya WoodrowJuly 14, 2023
For many, retirement is a time to enjoy the fruits of one's labor and pursue long-held dreams. However, it is crucial to be prepared for the financial challenges which may…
Laura NortonJune 30, 2023
News
Chief Investment Officer Eric Sterner shares his thoughts on the implications of the Federal Reserve's extended restrictive stance with Kiplinger's Karee Venema highlighting investor anxieties and the challenges posed by factors like…
Freya WoodrowSeptember 21, 2023
Chief Investment Officer Eric Sterner underscores ongoing market caution, especially in the face of tech sector growth. Click here to read the full article
Freya WoodrowSeptember 15, 2023
Eric Sterner, CIO, weighs in on the market’s performance and the upcoming data releases to Vivien Lou Chen of MarketWatch. Click here to read the article
Freya WoodrowSeptember 12, 2023
Chief Investment Officer Eric Sterner returned to Bloomberg Daybreak Asia Radio with hosts Doug Krizner and Rishaad Salamat to discuss his outlook on the Federal Reserve ahead of Jackson Hole,…
Freya WoodrowAugust 24, 2023
Apollon Wealth Management Brings In Midwest Wealth Management Firm Piershale Financial Group CHARLESTON, S.C. & BARRINGTON, Ill.--(BUSINESS WIRE)--Apollon Wealth Management (“Apollon”) is pleased to announce the addition of Piershale Financial Group (“Piershale”) to…
Laura NortonAugust 23, 2023
Class action for clients: RIAs add claim filing to list of capabilities While the process of filing class action claims is often burdensome, some RIAs are contracting with third parties…
Laura NortonJuly 18, 2023