Resources

Market Commentary – The Fed Painting Itself into a Corner

Market Commentary – The Fed Painting Itself into a Corner By: Eric Sterner, CFA, CAIA, FRM, CIPM Chief Investment Officer, Apollon Wealth Management and Apollon Financial As everyone who has…

August Market Recap

August 2026 US Economic Outlook: What Broader Investment and Persistent Inflation Mean for Financial Planning Economic growth remains resilient as investment expands beyond AI, while elevated inflation, trade tensions, and…

Market Commentary – Breaking Down the IPO Mania

Market Commentary – Breaking Down the IPO Mania By: Eric Sterner, CFA, CAIA, FRM, CIPM Chief Investment Officer, Apollon Wealth Management and Apollon Financial 2026 is on pace for a…

July Market Recap

July 2026 US Economic Outlook: What a Warming Economy Means for Financial Planning Click here to read the July Market Recap

June Market Recap

What the 2026 US Economy Means for Investors, Business Owners, and Families Click here to read the June Market Recap

Market Commentary – Optimism Going into Earnings Season

Market Commentary – Optimism Going into Earnings Season By: Eric Sterner, CFA, CAIA, FRM, CIPM Chief Investment Officer, Apollon Wealth Management and Apollon Financial The 2nd quarter earnings season is…

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Market Commentary – 2026 Mid-Year Outlook

Market Commentary – 2026 Mid-Year Outlook By: Eric Sterner, CFA, CAIA, FRM, CIPM Chief Investment Officer, Apollon Wealth Management and Apollon Financial As we approach the mid-point of 2026, it’s…

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…

Q3 Asset Class Summaries

Click here to view our Asset Class Summaries

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Why You Need a Digital Executor for Your Estate

Most estate plans account for the house, the retirement accounts, and the family heirlooms; far fewer account for the 120-plus passwords, spanning email, financial portals, cloud storage, subscriptions, travel programs,…

Five Life Events That Should Prompt an Estate Plan Review

As your family, assets, and responsibilities evolve and become more complex, your plan should evolve with them. Proactive planning can help keep your wishes clearly documented, your loved ones are…

Beyond Stock Picks: From Investment Ideas to Long-Term Financial Strategy

If you’ve spent years following the markets, researching companies, and building your own investment opinions, you’re not alone. You probably enjoy the challenge of finding great opportunities. You like learning,…

Year End Planning Considerations

Year-End Money Moves: 10 Valuable Planning Opportunities to Consider As the year draws to a close and the holiday season ramps up, it’s easy to get caught up in the…

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,…

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Eric Sterner in Bloomberg: The Stock Market Staying Stoic

Chief Investment Officer Eric Sterner was quoted in Bloomberg this week, discussing why tariff refunds to companies like Target, Walmart, Nike, and Starbucks have prompted muted stock reactions. Eric noted…

Joseph A. Chornyak, Sr. Named to Barron’s Independent Financial Advisor List

Joseph A. Chornyak, Sr., CFP®, Managing Director & Wealth Management Advisor, has earned his first spot on Barron’s 2026 Top 100 Independent Financial Advisors list, ranking #96. The recognition builds on years…

Apollon Named SC’s Fastest-Growing RIA and on Citywire’s 50 Growers List for 4th Year

We’re proud to share that Apollon Wealth Management has been named South Carolina’s fastest-growing RIA by Citywire RIA for the fourth consecutive year, now managing $11.6bn in assets. Chief Development…

David Grossman in Wealth Management: The Timeline of Evergreen Funds

Advisor David Grossman wrote for Wealth Management on why early investors in evergreen secondary private equity funds may capture an outsized share of a fund’s initial NAV lift. He walks…

Eric Sterner in Wealth Management’s 2026 Midyear Outlook Issue

Chief Investment Officer Eric Sterner contributed to Wealth Management’s 2026 Midyear Outlook issue, covering the market and economic outlook for the second half of the year. He addressed the Fed…

Eric Sterner on Fox Business: How the Healthcare Sector Has Turned Around

Healthcare stocks have staged a sharp turnaround this year, and Chief Investment Officer Eric Sterner recently joined Liz Claman on Fox Business’s Claman Countdown to explain why. Eric discussed how…

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Market Update

Market Commentary – The Fed Painting Itself into a Corner

August Market Recap

Market Commentary – Breaking Down the IPO Mania

July Market Recap

June Market Recap

Market Commentary – Optimism Going into Earnings Season

Research

Market Commentary – 2026 Mid-Year Outlook

Market Commentary – 2026 Market Outlook

Market Commentary – 2025 Mid-Year Outlook

Thoughts on 2025 Market Outlook

US Dollar Outlook

Q3 Asset Class Summaries

Planning

Why You Need a Digital Executor for Your Estate

Five Life Events That Should Prompt an Estate Plan Review

Beyond Stock Picks: From Investment Ideas to Long-Term Financial Strategy

Year End Planning Considerations

The Evolution of the Super Saver Stategy

Maximize Your Life Insurance

News

Eric Sterner in Bloomberg: The Stock Market Staying Stoic

Joseph A. Chornyak, Sr. Named to Barron’s Independent Financial Advisor List

Apollon Named SC’s Fastest-Growing RIA and on Citywire’s 50 Growers List for 4th Year

David Grossman in Wealth Management: The Timeline of Evergreen Funds

Eric Sterner in Wealth Management’s 2026 Midyear Outlook Issue

Eric Sterner on Fox Business: How the Healthcare Sector Has Turned Around