Market Updates
Eric Sterner, CFA, CAIA, FRM, CIPM Chief Investment Officer, Apollon Wealth Management Overview The past year has been an extremely challenging environment for investors as inflation has risen to historically…
Laura NortonMarch 13, 2023
While markets retreat, the shift in rate expectations show signs the end of rate hikes is near February 2023 Key Observations Strong economic data pushed market expectations to 0.5% more…
Laura NortonMarch 7, 2023
Research
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
Planning
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
News
Our partnership with Practifi has enabled us to leverage the latest technology and enhance our client services. Rob Gorman recently joined Advisorpedia’s Power Your Advice Podcast with host Doug Heikkinen…
Laura NortonApril 30, 2023
CIO Eric Sterner joined Bloomberg Radio with Doug Krizner to discuss his outlook for a recession, prediction for another rate hike from the Federal Reserve and reaction to bank earnings.…
Laura NortonApril 19, 2023
Chief Investment Officer returned to Nasdaq TradeTalks to discuss why he is bullish on fixed income in the current market environment, further deterioration of earnings and if the Federal Reserve…
Laura NortonMarch 31, 2023
Chief Investment Officer Eric Sterner returned to Cheddar News with Chloe Aiello after the opening bell to discuss last week’s market-moving news, the crisis in the banking sector and continued…
Laura NortonMarch 30, 2023
Founding Partner and COO Robert Gorman examines the risks and benefits of having concentrated stock positions in his recent Kiplinger piece. He offers additional strategies investors can employ to avoid…
Laura NortonMarch 20, 2023
Chief Investment Officer Eric Sterner shared his thoughts on CPI report with Kiplinger’s Dan Burrows and noted that there is a possibility the Fed may temporarily pause rate hikes to…
Laura NortonMarch 15, 2023