Israel/Iran Conflict Market Commentary – Israel/Iran Conflict By: Eric Sterner, CFA, CAIA, FRM, CIPM Chief Investment Officer, Apollon Wealth Management and Apollon Financial Thoughts and Prayers to those Impacted by this Conflict…
Health Check Up on the Labor Markets Market Commentary – Health Check Up on the Labor Markets By: Eric Sterner, CFA, CAIA, FRM, CIPM Chief Investment Officer, Apollon Wealth Management and Apollon Financial Consumer spending remains the…
Moody’s Downgrade of the U.S. Market Commentary – Moody’s Downgrade of the US By: Eric Sterner, CFA, CAIA, FRM, CIPM Chief Investment Officer, Apollon Wealth Management and Apollon Financial Last Friday Moody’s Ratings stripped the…
Back Where We Started Market Commentary – Back Where We Started By: Eric Sterner, CFA, CAIA, FRM, CIPM Chief Investment Officer, Apollon Wealth Management and Apollon Financial If you like volatility, you got it. …
A Busy Week in Economic Data Market Commentary By: Eric Sterner, CFA, CAIA, FRM, CIPM Chief Investment Officer, Apollon Wealth Management and Apollon Financial Last week was a very busy as far as economic reports…
The Bumpy Path to More Trade Policy Clarity Market Commentary By: Eric Sterner, CFA, CAIA, FRM, CIPM Chief Investment Officer, Apollon Wealth Management and Apollon Financial Market Thoughts The tariff negotiations and the market reaction are generally…
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…
Rob Wolfe & Perrin Berry Share Insights in Barron’s: Winning the Next Generation of Inheritors As the largest generational wealth transfer in history unfolds, many young inheritors are planning to part ways with their parents’ financial advisors—up to 81%, according to recent studies. The Barron’s…
Michael Green, Wealth Advisor, Shares Retirement Planning Insights with GOBankingRates With so many benchmarks floating around, it’s easy to feel like you’re falling behind on retirement. Wealth Management Advisor Michael Green shared with GOBankingRates how customizing your plan and focusing…
Apollon Wealth Management Adds $1.7B Chornyak & Associates Team in Ohio Expansion AdvisorHub’s Ali Hibbs covered Apollon Wealth Management’s latest expansion into Ohio with the addition of Chornyak & Associates, a 14-person team managing $1.7 billion in assets. The move marks Apollon’s…
Owen Malcolm, CFP®, Featured in Fortune on Navigating Social Security’s 2033 Shortfall with Confidence Owen Malcolm, CFP®, shared insights with Fortune on how clients can navigate the uncertainty surrounding Social Security’s projected 2033 shortfall. He emphasized that while full benefit cuts are unlikely, focusing…
Apollon Wealth Management Expands into Ohio with the Addition of Chornyak & Associates We’re excited to announce Chornyak & Associates has joined Apollon Wealth Management, expanding our reach into the Midwest with a trusted Columbus-based team. Read the full press release here
CIO Eric Sterner Talks Market Resilience Amid Geopolitical and Economic Pressures CIO Eric Sterner was featured in Reuters, where he discussed how escalating conflict risk, stalled trade negotiations, and rising oil prices are shaping investor sentiment heading into this week’s Fed…
