Apollon Wealth Management, LLC

06/04/2026

If a serious buyer called you tomorrow, would you be ready?

Many business owners aren't. Exit planning rarely gets the same attention as running the business.

This checklist covers the five areas that matter most before a liquidity event. Swipe through to see where your plan stands.

06/01/2026

The space sector is having a big moment, but Chief Investment Officer Eric Sterner urges a measured approach.

Quoted in Bloomberg, Eric noted that while geopolitical tailwinds are supporting defense and space spending, many companies in the sector remain "unprofitable and their valuations are already rich." His advice: keep allocations small in what remains a highly speculative corner of the markets.

Read the full Bloomberg piece here: https://www.bloomberg.com/news/articles/2026-05-26/rocket-satellite-stocks-surge-anew-as-spacex-ipo-fuels-euphoria

05/29/2026

Even with markets at new highs, Chief Investment Officer Eric Sterner says investors should keep one eye on inflation.

Eric joined Yahoo Finance to explain that while corporate earnings have been exceptionally strong, the conflict in the Middle East is starting to push prices higher - not just in energy, but across airfare, food, and transportation.

As Eric put it: "The last thing the White House wants is to see inflation reignited."

Watch the full conversation: https://loom.ly/n8T4AzQ

US stocks (^DJI, ^IXIC, ^GSPC) rebound to end Thursday trading higher, the Dow Jones Industrial Average closing at a new record high. Apollon Wealth Management CIO Eric Sterner addresses the contrast between consumer sentiment slipping to record lows as markets ascend to new highs, noting how the US...

05/29/2026

Confidence in retirement isn't about predicting the market, it’s about preparing for what you can't predict.

A well-built financial plan accounts for:
✔ Inflation
✔ Healthcare costs
✔ Market cycles
✔ Longevity

True confidence comes from knowing your plan can adapt.

See how your plan performs across different real-world scenarios. https://apollonwealthmanagement.com/wealth-management/how/

05/27/2026

Legacy planning begins with a bigger question:

What do you want your wealth to make possible?

For many families, the answer extends beyond assets. It includes values, priorities, opportunity, and impact across generations.

What do you want your wealth to accomplish beyond your lifetime?

05/25/2026

Memorial Day is a time to pause, reflect, and remember.

The freedoms and stability we often take for granted were made possible through sacrifice.

At Apollon, we believe in stewardship, responsibility, and thinking beyond the present. Today, those values carry deeper meaning.

We remember and honor those who came before us with gratitude and respect.

05/22/2026

How does a retirement income strategy come together?

It's more than decisions about what you'll withdraw and when. Supporting today's needs and tomorrow's priorities requires careful coordination across multiple areas — from taxes and investments to lifestyle preservation and planning your long-term goals

Explore how an integrated income plan can support your full picture.

https://apollonwealthmanagement.com/contact/

05/21/2026

Chief Investment Officer Eric Sterner made his Claman Countdown debut on Fox Business, weighing in on whether the AI investment boom echoes the dot-com bubble. His take: the earnings strength behind today's leading companies makes for a very different environment than the late 1990s. He also cautioned that with the war in the Middle East still unresolved, investors should dial back risk and focus on quality, profitable companies.



https://www.foxbusiness.com/video/6396076347112

05/21/2026

What factors shape your overall financial risk profile?

Risk goes beyond weathering the markets. Income stability, liquidity, taxes, protection strategies, and life changes can all affect your financial picture.

A thoughtful plan helps connect those pieces so you can move forward with more confidence. Review these 7 factors to find out what you might be missing.

05/20/2026

The market is hitting record highs. So why does everything feel so uncertain?

It's not a contradiction - it's the reality of where we are.

Apollon Wealth CIO Eric Sterner just released his latest market commentary, and he addresses this head-on. A K-shaped economy. Inflation ticking back up. The best corporate earnings quarter since 2021. And a labor market that's quietly picking up steam.

Eric remains bullish — but he's watching rising yields and Middle East developments closely.

If you're in or near retirement, this is the context that helps cut through the noise.

📖 Read the full commentary: https://apollonwealthmanagement.com/market-commentary-consumer-sentiment-near-historic-lows-yet-stock-market-setting-multiple-record-highs/