Resources

November Market Recap

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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…

October Market Recap

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Market Commentary – Market Rotation (For Now)

Market Commentary – Market Rotation (For Now) By: Eric Sterner, CFA, CAIA, FRM, CIPM Chief Investment Officer, Apollon Wealth Management and Apollon Financial This current bull market has been incredibly…

September Market Recap

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Market Commentary – Staring Down a Possible Government Shutdown

Market Commentary – Staring Down a Possible Government Shutdown By: Eric Sterner, CFA, CAIA, FRM, CIPM Chief Investment Officer, Apollon Wealth Management and Apollon Financial Investors’ focus this week will…

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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…

Q3 Asset Class Summaries

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Q3 Quarterly Considerations 2024

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Mid-Year Outlook

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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,…

Cybersecurity & Fraud Protection

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Estate Planning

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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…

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Rob Wolfe in Alternative Credit Investor: Implementing Private Credit in 401(k)s

Private credit is emerging as a powerful tool for improving 401(k) outcomes, offering long-term investors higher contractual income and diversification benefits that traditional public bonds often can’t deliver. As Rob…

Apollon Sponsors UofSC School of Law 2025 Estate Planning Conference

Apollon Wealth Management had the privilege of sponsoring the 2025 Estate Planning Conference at the University of South Carolina School of Law earlier this month! Filled with insightful conversations and…

Eric Sterner on MarketWatch: Where Rate Cuts Are Fueling the Next Wave of Market Strength

In a recent MarketWatch interview with Jennifer Weiss, CIO Eric Sterner discussed the sectors best positioned to benefit as the Federal Reserve continues cutting rates. He highlighted financials, real estate, mid-…

Navigating the Shift: CIO Eric Sterner Shares Market Insights on BNN Bloomberg

CIO Eric Sterner returned to BNN Bloomberg to share his latest market outlook, including the shift toward defensive sectors, improving conditions for small caps and why Japan remains a bright…

Ryan Shanks in Barron’s: Clean Compliance Histories Now Critical for Advisors

Chief Growth Officer Ryan Shanks spoke with Kenneth Corbin at Barron’s about the industry’s growing intolerance for advisor disclosures. He explained that firms have “moved closer to screening” these records,…

Eric Sterner in WSJ: Clients Eye Diversification as Markets Pull Back

CIO Eric Sterner spoke with The Wall Street Journal’s Oyin Adedoyin after major indexes pulled back from record highs. He noted that more clients are inquiring about international stocks and…

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Market Update

November Market Recap

Market Commentary – Economic Expansion with Less Jobs?

October Market Recap

Market Commentary – Market Rotation (For Now)

September Market Recap

Market Commentary – Staring Down a Possible Government Shutdown

Research

Market Commentary – 2025 Mid-Year Outlook

Thoughts on 2025 Market Outlook

US Dollar Outlook

Q3 Asset Class Summaries

Q3 Quarterly Considerations 2024

Mid-Year Outlook

Planning

Year End Planning Considerations

The Evolution of the Super Saver Stategy

Maximize Your Life Insurance

Cybersecurity & Fraud Protection

Estate Planning

Don’t Send Your Child Off to College Without These Four Tools

News

Rob Wolfe in Alternative Credit Investor: Implementing Private Credit in 401(k)s

Apollon Sponsors UofSC School of Law 2025 Estate Planning Conference

Eric Sterner on MarketWatch: Where Rate Cuts Are Fueling the Next Wave of Market Strength

Navigating the Shift: CIO Eric Sterner Shares Market Insights on BNN Bloomberg

Ryan Shanks in Barron’s: Clean Compliance Histories Now Critical for Advisors

Eric Sterner in WSJ: Clients Eye Diversification as Markets Pull Back