Apollon Financial

Apollon Financial

At Apollon Financial, we believe planning is the foundation for success.

10/29/2024

Cybercriminals often target individuals through phishing emails, with 90% of cyberattacks starting this way. In today’s digital world, your personal and financial information is as valuable as your portfolio.

At Apollon, we’re committed to more than just growing your wealth — we also help protect it. Your financial security is a top priority, and staying vigilant against cyber threats is part of that.

Here’s how you can help safeguard your accounts:
✔️ Use unique passwords for financial accounts
✔️ Enable two-factor authentication wherever possible
✔️ Avoid sharing sensitive information over email or text

Want to learn more about staying protected? Click on the link below to get your copy of our Cybersecurity & Fraud Protection Guide.

https://loom.ly/SodPBq4

10/25/2024

Please join us in welcoming Fran Gutrich to the Apollon Financial team! Fran will be working from our Downers Grove, IL office, and we’re excited about the expertise and value he brings to both our clients and team. Welcome aboard, Fran!

Apollon Holdings Expands National Presence with New Advisory Teams 10/24/2024

Apollon Financial is growing! We’re excited to announce the addition Martin Beck, CFP®, along with new advisors Jim McGowan, CFP® and Fran Gutrich. Their experience enhances our ability to provide best-in-class wealth management services to clients.


Read more here: https://loom.ly/0biWVas

Apollon Holdings Expands National Presence with New Advisory Teams Apollon Holdings, a leading financial services company, is excited to announce the addition of new advisory teams to Apollon Wealth Management and Apo

10/24/2024

Welcome to the Apollon Financial team, Marty Beck! Marty joins us in our Downers Grove, IL office, and brings over 30 years of wealth management experience. We’re thrilled to have him with us and look forward to all we’ll accomplish together. Welcome aboard, Marty!

10/23/2024

“The labor market is still operating but strong,” shares Chief Investment Officer Eric Sterner on Reuters, adding that robust consumer spending and corporate earnings are keeping the economy afloat ahead of the election.



https://loom.ly/ffhGp2E

10/23/2024

October is National Financial Planning Month—a reminder that financial success requires strategic planning to ensure every asset, investment, and strategy is aligned with your long-term vision.

From tax strategies to multi-generational wealth planning, every move counts. Let us help you plan with purpose.

Click the link below to contact us to discuss how we can help tailor a strategy that fits your goals and preserves your legacy.


https://loom.ly/BPTuEik

10/22/2024

We’re excited to welcome Jim McGowan to the Apollon Financial team! Based in King of Prussia, PA, Jim brings expertise and fresh energy to our growing organization. Welcome, Jim!

10/21/2024

It’s National Estate Planning Awareness Week!

As your wealth grows, so does the importance of having a solid estate plan in place. Protecting your legacy and ensuring smooth wealth transfer is key.

Don’t leave it to chance—plan with confidence.

Click the link below to access our Estate Planning Guide and take the first step toward securing your family's future.

https://loom.ly/A2UgsxY

Consumer Net Worth Up 47% Since 2019 | The Watch List| Schwab Network 10/18/2024

"Materials and industrials are expected to benefit from onshoring," highlights Chief Investment Officer Eric Sterner on Schwab Network. He notes that rising investment in U.S. manufacturing could drive sector growth through 2025.



https://loom.ly/bRkjrBY

Consumer Net Worth Up 47% Since 2019 | The Watch List| Schwab Network “Overall, [consumer] net worth is up 47% over the past 5 years,” says Eric Sterner, though he warns that low-income consumers are struggling. He favors materials and industrials, saying both will benefit no matter who wins the U.S. election. He thinks there&r...

10/16/2024

Click the link below to check out our Q3 Quarterly Considerations.


https://loom.ly/ri-RgGE

09/17/2024

CIO Eric Sterner shared on Reuters TV that “Markets don't like uncertainty, and this election is certainly creating some." He notes that volatility is common in election years but expects a rally once uncertainty clears.


https://loom.ly/L8WfsbA

09/13/2024

Markets have priced in a first rate cut in September, shifting the question of “when?” to “how much?”. Read more in our latest Market Review.


https://loom.ly/TuDi2n0

09/02/2024

Honoring the hard work and dedication that drives success—Happy Labor Day!

08/29/2024

Is your child about to start college? Make sure they’re prepared with the four essential tools we highlight in our latest article. Click the link below to learn more.


https://loom.ly/p8CE8xA

08/21/2024

Chief Investment Officer Eric Sterner recently discussed immigration policies and their potential economic impacts with Andrew Craft on Fox News, noting, "Immigration over the past years and past two years has helped us get inflation back under control." He also shared his insights on the potential impacts of the presidential candidates' housing policies and proposals to tackle inflation.


https://loom.ly/cTLTNj8

08/08/2024

Big news in the small cap world! With their third-best month relative to large caps since 1979, small cap equities are making waves. Learn more about the market shift and how it could impact your portfolio in our latest article.
https://loom.ly/ipDki_0

08/07/2024

We are delighted to welcome DeHollander Financial Group to the Apollon Financial family. Under the experienced leadership of Rob DeHollander, the team will significantly strengthen our service offerings in retirement income planning, wealth management, estate planning, and business retirement plans. We are excited to collaborate and grow together. Welcome, Rob and team!
https://loom.ly/PC_HhNc

08/01/2024

As the bond market rallies and Treasury yields drop, the anticipation of Federal Reserve rate cuts grows. Chief Investment Officer Eric Sterner indicates that fiscal deficit concerns will continue to play a crucial role in shaping market expectations leading up to the presidential election.

Read more from Vivien Lou Chen in MarketWatch:

https://loom.ly/YSmoB9Y

07/26/2024

Is your role changing or were you recently promoted? Are stock options part of your new compensation package? If you answered ‘yes,’ click the link below to read our paper titled "How to Maximize Your Employee Stock Options."


https://loom.ly/mHlbAfs

07/25/2024

Despite alternating months of optimism and pessimism dominating the headlines, overall inflation appears less likely to accelerate significantly. Read more in our Mid-Year Outlook.


https://loom.ly/6b4lMDE

07/24/2024

Use the link below to check out our Q2 Quarterly Considerations.


https://loom.ly/lb7xEAk

07/17/2024

According to our CIO Eric Sterner, there's potential that attractive valuations could trigger a strong small-cap rally, along with Fed rate cuts. He shared his latest observations on the markets with Esha Dey, reporter at Bloomberg.

https://loom.ly/z38fJdc

07/16/2024

Eric Sterner, Chief Investment Officer, discussed economic risks with MarketWatch: "What’s at stake is a hard landing where we potentially see the unemployment rate go up, consumer spending decrease, more layoffs, and potentially a bear market.”


https://loom.ly/Oz1AtZ8

07/09/2024

On Bloomberg Radio, Eric Sterner returned to discuss the AI story with Bryan Curtis and Doug Krizner, saying, “It's going to really increase productivity across so many different sectors, and it's carried the market for the last 18 months.” He says it’s still important for investors to maintain some exposure to mega tech but is excited by the prospect of a broadening in the market. Eric also shared his insights on the Fed and this week’s CPI and PPI prints.


https://loom.ly/QT_9miA

07/04/2024

Wishing you a wonderful Independence Day!

Want your business to be the top-listed Accountant in Mount Pleasant?
Click here to claim your Sponsored Listing.

Telephone

Address


835 Coleman Boulevard, Unit 102
Mount Pleasant, SC
29464

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Other Financial Planning in Mount Pleasant (show all)
Huskey Financial - Consulting & Wealth Management Huskey Financial - Consulting & Wealth Management
1036 Lansing Drive , Suite 200
Mount Pleasant, 29464

Financial planning for physicians, dentists, and medical professionals. Diagnosing financial ailments and working towards a brighter future.

Aletheia Advisory Services, LLC Aletheia Advisory Services, LLC
1240 Winnowing Way, Suite 102
Mount Pleasant, 29466

Aletheia Advisory Services offers wealth management, asset management, and financial planning servic

oXYGen Financial SC oXYGen Financial SC
2675 Brickside Lane, Suite 200
Mount Pleasant, 29466

We are currently meeting in person in our office or place of your convenience. Office hours are by appointment only.

Bluewater Dental Advisors Bluewater Dental Advisors
1036 Lansing Drive, Suite 200
Mount Pleasant, 29464

Revolutionizing the way that you grow, protect, and exit your dental practice.

Family Fortune Financial Family Fortune Financial
357 North Shelmore Boulevard
Mount Pleasant, 29464

Family Fortune Financial, together with its bench of experts, provides visionary wealth management f

Harbour Corporate and Private Wealth Management Group, Inc Harbour Corporate and Private Wealth Management Group, Inc
126 Seven Farms Road, Ste 150
Mount Pleasant, 29492

Thoughtful and heartfelt financial advice from entrepreneurs to entrepreneurs.

Morris Financial Concepts, Inc Morris Financial Concepts, Inc
409 Coleman Boulevard
Mount Pleasant, 29464

With a foundation of over 30 years of experience and located in the Charleston area, we are the financial planners dedicated to helping you realize, prioritize, and achieve your fi...

360 Financial Partners 360 Financial Partners
1081 Johnnie Dodds Boulevard, Suite 100
Mount Pleasant, 29464

Christopher D Kauker Christopher D Kauker
75 Port City Landing, Suite 110 PMB 4
Mount Pleasant, 29464

Financial Advisor with Ameriprise Financial Services, LLC

Bowen Wealth Bowen Wealth
302 WIngo Way, Suite 203
Mount Pleasant, 29464

Bowen Wealth seeks to protect, grow, and reduce taxes on your wealth.

River Oak Partners LLC River Oak Partners LLC
1552 Capel Street
Mount Pleasant, 29466

In accordance with the US Securities and Exchange Commission rules, a "Like" should not be interpreted as an endorsement of the firm or its advisors.

Charleston Investment Advisors, LLC Charleston Investment Advisors, LLC
1311 Chuck Dawley Boulevard Suite 101
Mount Pleasant, 29464

Charleston Investment Advisors (CIA) is a registered investment advisor offering a unique investing a