Market Commentary – Week 3 of the Iran Conflict Market Commentary – Week 3 of the Iran Conflict By: Eric Sterner, CFA, CAIA, FRM, CIPM Chief Investment Officer, Apollon Wealth Management and Apollon Financial The market and US economy…
Market Commentary – Operation Epic Fury Market Commentary – Operation Epic Fury By: Eric Sterner, CFA, CAIA, FRM, CIPM Chief Investment Officer, Apollon Wealth Management and Apollon Financial Thoughts and Prayers to those Impacted by this…
Market Commentary – A Tale of the Four Horsemen Market Commentary – A Tale of the Four Horsemen By: Eric Sterner, CFA, CAIA, FRM, CIPM Chief Investment Officer, Apollon Wealth Management and Apollon Financial Over the past few years,…
Market Commentary – Leaning into the Quality Factor Market Commentary – Leaning into the Quality Factor By: Eric Sterner, CFA, CAIA, FRM, CIPM Chief Investment Officer, Apollon Wealth Management and Apollon Financial Several weeks ago, I posted my…
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…
Eric Sterner on Bloomberg Surveillance Radio: Portfolio Positioning in the Market Environment Volatility may be elevated, but it’s also creating opportunity across the market. On Bloomberg Surveillance Radio, Chief Investment Officer Eric Sterner pointed to small caps, healthcare, and financials as areas…
Eric Sterner on Yahoo Finance: Markets Steady on Strong Earnings as Tech Rebounds Amid Global Uncertainty Corporate earnings remain a key pillar supporting markets, even as investors navigate mixed signals and geopolitical uncertainty. Chief Investment Officer Eric Sterner highlighted both sustained double-digit earnings growth and shifting market…
Andrew Jaffee in Barron’s Advisor: Balancing Personal and Financial Circumstances Retirement planning often requires balancing long-term goals with changing personal and financial circumstances. In a recent Barron’s Advisor article, Andrew Jaffee shared how advisors are helping clients build flexible plans…
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…
