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
Market Insights
Market Updates
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
What the 2026 US Economy Means for Investors, Business Owners, and Families Click here to read the June Market Recap
Camille CarterJuly 31, 2026
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…
Camille CarterJuly 23, 2026
US Economic Outlook: Navigating Growth, Inflation, and Uncertainty in 2026 A strong financial strategy begins with understanding the forces shaping today's economic landscape. Current forecasts point to continued economic…
Camille CarterJune 9, 2026
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…
Camille CarterMay 20, 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
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
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,…
Brendan SeppeyNovember 14, 2024
News
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…
Camille CarterAugust 18, 2026
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…
Camille CarterAugust 14, 2026
Wealth Management Advisor Kassi Hyde joined Mike Bascom on “Legacy Blueprint: Plan It Forward” to discuss the retirement planning mistakes she sees most often, from creating a trust and never…
Camille CarterAugust 5, 2026
SpaceX shares briefly fell 20% below their IPO price this week before rebounding, as a stretched valuation collided with cooling investor sentiment. Eric Sterner, CIO, was quoted in Bloomberg on…
Camille CarterAugust 5, 2026
Founding Partner and Chief Development Officer Robert Gorman published a new byline in Kiplinger on the risks of concentrated stock positions heading into retirement. He walks through why investors hold…
Camille CarterAugust 5, 2026
In a new ThinkAdvisor commentary, Heather Kelly, CEO of Advisor Insurance Solutions of Apollon, argues that RIAs are increasingly operating in the risk management business. She examines how insurance intersects…
Camille CarterJuly 28, 2026
