Market Commentary – Back to the Narrow Breadth By: Eric Sterner, CFA, CAIA, FRM, CIPM Chief Investment Officer, Apollon Wealth Management and Apollon Financial 2026 so far has been another…
Camille CarterOctober 14, 2026
Market Insights
Market Updates
September 2026 U.S. Economic Outlook: When Resilient Growth Meets a More Hawkish Fed Higher energy costs are slowing the growth outlook and keeping inflation elevated, even as consumers, AI investment,…
Camille CarterOctober 7, 2026
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…
Camille CarterSeptember 17, 2026
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…
Camille CarterSeptember 11, 2026
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…
Camille CarterAugust 11, 2026
July 2026 US Economic Outlook: What a Warming Economy Means for Financial Planning Click here to read the July Market Recap
Camille CarterAugust 11, 2026
Research
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…
Camille CarterJune 18, 2026
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…
Camille CarterJanuary 5, 2026
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…
Robert GormanJuly 8, 2025
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…
Brendan SeppeyJanuary 23, 2025
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…
Brendan SeppeyJanuary 23, 2025
Planning
Financial planning is the process of analyzing a client’s financial situation, defining objectives, and developing strategies to achieve those goals, covering areas such as investments, retirement planning, insurance, taxes, estate…
Camille CarterSeptember 29, 2026
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,…
Camille CarterAugust 28, 2026
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…
Camille CarterAugust 5, 2026
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,…
Camille CarterApril 13, 2026
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…
Brendan SeppeyDecember 3, 2024
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…
Brendan SeppeyNovember 15, 2024
News
As big banks kick off earnings season, investors are weighing bond yields and the conflict in the Middle East. On Schwab Network, Chief Investment Officer Eric Sterner discussed why he…
Camille CarterOctober 14, 2026
We are excited to share that for the second year in a row, Apollon Wealth Management was recognized on Barron’s Advisor’s 2026 Top 100 RIA Firms list, jumping 13 spots…
Camille CarterOctober 9, 2026
As more than $124 trillion in generational wealth is expected to be transferred over the coming decades, many people are weighing what to do with an inheritance. In a recent…
Camille CarterOctober 8, 2026
Advisor Alex Lundgren was featured in Financial Planning's Know Your Niche series, where she discussed how her AM radio show led to a client base serving Micron employees in Boise,…
Camille CarterOctober 6, 2026
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…
Camille CarterSeptember 18, 2026
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…
Camille CarterSeptember 16, 2026
