Apollon Financial
At Apollon Financial, we believe planning is the foundation for success.
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
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 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
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!
“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
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
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!
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
"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...
Click the link below to check out our Q3 Quarterly Considerations.
https://loom.ly/ri-RgGE
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
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
Honoring the hard work and dedication that drives success—Happy Labor Day!
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
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
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
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
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
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
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
Use the link below to check out our Q2 Quarterly Considerations.
https://loom.ly/lb7xEAk
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
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
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
Wishing you a wonderful Independence Day!
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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 |
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