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…
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 – 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…
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,…
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…
Eric Sterner on Schwab Network: Outlining Opportunities in Market Sectors Strong earnings are continuing to support markets, even as investors contend with a more complex backdrop. On Schwab Network, Chief Investment Officer Eric Sterner discussed how solid corporate performance is…