All eyes remain on Congress as the June “x-date” approaches May 2023 Key Observations Market volatility persisted in May as investors try to digest potential Fed policy action in June and…
devJune 6, 2023
Market Updates
The Impact of Higher Rates Are Taking Hold April 2023 Key Observations Muted returns of broad market indexes for the month of April hide the churn underneath as the lagged…
devMay 5, 2023
Research
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…
devMay 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…
devMay 7, 2023
Research Paper Private Markets Annual Update A look into how the year in private markets unfolded and thoughts for a successful 2023 April 2023 Introduction For many, 2022 was a…
devApril 24, 2023
March 2023 The recent events surrounding the failure of Silicon Valley Bank and Signature Bank, combined with the volatility in stock prices of other financial institutions, serve as stark reminders…
devMarch 23, 2023
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…
devDecember 20, 2022
Planning
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…
devJune 30, 2023
Simple Actions Today Can Lead to Positive Results Tomorrow The Journey of a Thousand Miles… Managing your personal finances can feel like a daunting task. You are not alone. Only…
devJune 23, 2023
May 29th is is 529 College Savings Plan Day - a a day dedicated to raising awareness about the importance of saving for higher education. The 529 College Savings Plan,…
devJune 8, 2023
News
Rob Gorman emphasizes the importance of integrating financial planning into holistic health, highlighting the need for good habits, early adoption, human connection and open conversations. Click here to read the…
devJune 27, 2023
Chief Investment Officer Eric Sterner returned to Bloomberg Radio’s “Daybreak Asia” to share his insights on the housing market, global equities and how he’s positioning equities and fixed income. Click…
devJune 20, 2023
$3.4bn Apollon Wealth hires former United Capital exec Apollon Wealth Management has hired a former United Capital vice president as director of operations. Teresa Matthews-Fletcher started in the role in…
devJune 3, 2023
Wealthmanagement.com reporter Ali Hibbs recently included the exciting addition of Catalyst Wealth Management to the Apollon family in her RIA Roundup, noting our partnership as a key move in the…
devMay 31, 2023
Michael P. Green, MBA, CFP®, RICP®, CLU®, ChFC®, CLTC® talks tax benefits and flexibility of 529 plans on CNBC Make It. “You get the potential for a tax deduction on…
devMay 31, 2023
Apollon Wealth Management Expands Southern Footprint, Partnering with Atlanta-Based Catalyst Wealth Management CHARLESTON, S.C. & ATLANTA--(BUSINESS WIRE)--Apollon Wealth Management (“Apollon”) and Catalyst Wealth Management (“Catalyst”) are excited to announce a…
devMay 24, 2023