Markets rallied in December giving investors plenty for which to be thankful! The sharp drop in longer-dated rates given the expectation of a less hawkish Fed has led to widespread market positivity. Read PCA's Cheerful for the Holidays Market Review to learn more. And Happy Holidays from Podesta Capital Apollon!
About us
Podesta Capital Apollon is a 3rd generation wealth management firm established, first and foremost, to benefit our clients. As a fee-based firm without any allegiance to a specific investment, product, or insurance company, we share a cohesive, collaborative vision to keep your interests above all else. Here, you are treated as a client of our entire firm -- not of just a single advisor. This means you have unfiltered access to the expertise and key strengths of all partners, advisors, and support staff throughout your journey with us. Our solid team foundation is what enables us to succeed, as well as to recruit and develop the next generation of financial leaders. Serving as a testament to our collaborative approach, we have built many enduring client relationships spanning decades and multiple generations.
- Website
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http://www.podestacapital.com
External link for Podesta Capital Apollon
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Chicago, IL
- Type
- Partnership
- Founded
- 2017
- Specialties
- Investment Planning, Estate Planning, Tax Strategy Review, Risk Management, Retirement Income Planning, Charity & Philanthropy, Insurance, Business planning, Alternative Investments, and Employee Benefits
Locations
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Primary
208 South LaSalle Street
Suite 1460
Chicago, IL 60604, US
Employees at Podesta Capital Apollon
Updates
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Many are wondering about the commercial real estate market in the current economic climate. The trifecta of the impact of higher interest rates, fears of an economic slowdown and regional bank scrutiny/higher lending standards have led to pessimism. But is that quite appropriate? Read PCA's State of the Commercial Real Estate Market to learn more.
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Excited to have Kyle Foresman join the team at PCA!!
We are excited to announce the addition of kyle foresman to the Apollon Family. Kyle is joining under Podesta Capital Apollon in Chicago, IL. Working with a network of highly skilled professionals Kyle provides advice on Investment Planning, Insurance Planning, Retirement Planning and Estate Planning. Welcome to the team Kyle! #FinancialPlanner #WealthManagementAdvisor #Apollon
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As we hit the dog days of summer it's a good time to assess what happened during the first half of the year as well as plan forward. The first half experienced persistent volatility, moderating inflation, and the search for a bear market bottom. While equity returns have been relatively strong, especially for U.S. growth stocks, they've raised concerns over the concentration of contributing names. Also, for the entirety of the year the U.S. Treasury yield curve not only continued to be inverted but also had the peak yield hovering around the 6-month maturity signaling bond market participants concern in the short-term. All of these topics and updated capital market and international outlooks are included in our 2023 Mid Year Essential Economic Update.