Resources

Market Commentary – Consumer Sentiment Near Historic Lows, Yet Stock Market Setting Multiple Record Highs

Market Commentary – Consumer Sentiment Near Historic Lows, Yet Stock Market Setting Multiple Record Highs By: Eric Sterner, CFA, CAIA, FRM, CIPM Chief Investment Officer, Apollon Wealth Management and Apollon…

April Market Recap

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Market Commentary – Remaining Bullish but Preparing for a Bumpy Ride

Market Commentary – Remaining Bullish but Preparing for a Bumpy Ride By: Eric Sterner, CFA, CAIA, FRM, CIPM Chief Investment Officer, Apollon Wealth Management and Apollon Financial The stock market…

March Market Recap

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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…

February Market Recap

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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

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Q3 Quarterly Considerations 2024

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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

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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Eric Sterner on Fox Business: How the AI Boom is Different

Chief Investment Officer Eric Sterner made his Claman Countdown debut on Fox Business, discussing the AI investment landscape, market risks tied to the ongoing conflict in the Middle East, and…

Justin Coffin in InvestmentNews: The Importance of Determining an Estate Executor

Estate planning decisions often require balancing financial responsibilities with family considerations. In a recent InvestmentNews article by Gregg Greenberg, Justin Coffin shared how executor selection is shaped by estate complexity…

Eric Sterner in Bloomberg: Markets Amidst Geopolitical Tension

Strong earnings and corporate resilience continue to support markets, even as investors navigate ongoing tensions between the US and Iran. In a recent Bloomberg article, Chief Investment Officer Eric Sterner…

Michael Green in InvestmentNews: College Graduates Navigating Student Loans

In a recent InvestmentNews article, Wealth Management Advisor Michael Green highlighted how recent graduates are navigating a more complex student loan landscape. He emphasized a balanced approach, integrating repayment into a broader…

Eric Sterner on BNN Bloomberg: A Broader Market Conversation

Strong earnings continue to support markets as investors weigh geopolitical uncertainty and a busy week of catalysts. On BNN Bloomberg, Chief Investment Officer Eric Sterner discussed the durability of corporate…

Eric Sterner on ThinkAdvisor: A Q&A on Today’s Market Environment

CIO Eric Sterner, ThinkAdvisor CIO of the Year award winner, shares his latest market outlook in a recent Q&A with the outlet, highlighting where he sees both risk and opportunity…

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Market Update

Market Commentary – Consumer Sentiment Near Historic Lows, Yet Stock Market Setting Multiple Record Highs

April Market Recap

Market Commentary – Remaining Bullish but Preparing for a Bumpy Ride

March Market Recap

Market Commentary – Week 3 of the Iran Conflict

February Market Recap

Research

Market Commentary – 2026 Market Outlook

Market Commentary – 2025 Mid-Year Outlook

Thoughts on 2025 Market Outlook

US Dollar Outlook

Q3 Asset Class Summaries

Q3 Quarterly Considerations 2024

Planning

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

Cybersecurity & Fraud Protection

Estate Planning

News

Eric Sterner on Fox Business: How the AI Boom is Different

Justin Coffin in InvestmentNews: The Importance of Determining an Estate Executor

Eric Sterner in Bloomberg: Markets Amidst Geopolitical Tension

Michael Green in InvestmentNews: College Graduates Navigating Student Loans

Eric Sterner on BNN Bloomberg: A Broader Market Conversation

Eric Sterner on ThinkAdvisor: A Q&A on Today’s Market Environment