Market Commentary – The Impact of the US Military Operation in Venezuela Market Commentary – The Impact of the US Military Operation in Venezuela By: Eric Sterner, CFA, CAIA, FRM, CIPM Chief Investment Officer, Apollon Wealth Management and Apollon Financial As we…
Market Commentary – Economic Expansion with Less Jobs? Market Commentary – Economic Expansion with Less Jobs? By: Eric Sterner, CFA, CAIA, FRM, CIPM Chief Investment Officer, Apollon Wealth Management and Apollon Financial The Bulls and Bears both have…
Market Commentary – 2026 Market Outlook Market Commentary – 2026 Market Outlook By: Eric Sterner, CFA, CAIA, FRM, CIPM Chief Investment Officer, Apollon Wealth Management and Apollon Financial As we head into 2026, most investors remain…
Market Commentary – 2025 Mid-Year Outlook Market Commentary – 2025 Mid-Year Outlook By: Eric Sterner, CFA, CAIA, FRM, CIPM Chief Investment Officer, Apollon Wealth Management and Apollon Financial It’s sometimes hard to find the words to…
Thoughts on 2025 Market Outlook As we turn the calendar to 2025, we have a number of risks that could jeopardize the current bull market including: Potential Fed mistake of holding restrictive rates for too…
US Dollar Outlook The strong US Dollar run appears to have more legs to rally into 2025. The US election results have widened the projected growth gaps between the US and the rest…
Year End Planning Considerations As the year draws to a close and the holiday season ramps up, it’s easy to get caught up in the busy routines of everyday life. However, individuals should not…
The Evolution of the Super Saver Stategy In an ever-improving retirement plan industry, guided by both regulatory and recordkeeper evolution, plan participants are now able to contribute up to $69,000 in a 401(k) or 403(b) plan within…
Maximize Your Life Insurance Maximize Your Life Insurance: Important & Essential Steps for High-Net-Worth Individuals The importance and necessary steps to help ensure you are well positioned. Importance of Life Insurance For high-net-worth individuals,…
Don’t Send Your Child Off to College Without These Four Tools Preparing your child for college is an exciting but often hectic time. Between the college applications, housing forms, class registrations and meal plans, there is a lot to manage. One…
Robert Gorman & Bob Ruelle in InvestmentNews: The Possibility of Penalty-Free Withdrawals Robert Gorman, Founding Partner and Chief Development Officer, and Bob Ruelle, Senior Vice President of Financial Planning were featured in a recent InvestmentNews report highlighting the growing concerns among financial…
Eric Sterner in ConnectMoney: How Private Equity can Expand Access to Innovation-Led Growth Eric Sterner, Chief Investment Officer, was quoted in ConnectMoney on the growing role of private markets as advisors look to diversify portfolios amid volatility and shifting market conditions. He discussed…
Rob Wolfe in Alternative Credit Investor: The Growing Effort to Bring Private Credit Strategies into 401(k) Plans Rob Wolfe, Managing Director and Wealth Management Advisor, was featured in Alternative Credit Investor discussing Blackstone’s partnership with Empower and what it could mean for expanding private credit access in…
Apollon Wealth Management Welcomes Gavin R. Pucciarello as Wealth Management Advisor We’re pleased to welcome Gavin R. Pucciarello to Apollon Wealth Management as a Dallas-based wealth management advisor. Gavin brings more than 15 years of experience across investment, estate, and comprehensive…
Eric Sterner on Schwab Network: What Consumer Health Could Mean for Financials in 2026 Eric Sterner, Chief Investment Officer, joined Schwab Network to discuss bank earnings, consumer health, and credit-market risks as financials head into 2026. He shared his perspective on why aggregate consumer…
Eric Sterner on Real Assets Adviser: His Perspective on Alternative Investments Our Chief Investment Officer, Eric Sterner joined the Real Assets Adviser “Hot Minute” to discuss his investment thesis in 2026, why he changed his mind on small caps, and his…
