Eric Sterner, CFA, CAIA, CIPM, FRM, Chief Investment Officer, recently shared an optimistic market outlook on a Nasdaq #TradeTalks panel hosted by Jill Malandrino. He expects broader gains in the S&P 500, with up to 8 sectors showing positive earnings. Additionally, he believes small caps are set to recover, indicating a promising market trend. #MarketTrends #Investing #Nasdaq https://loom.ly/sOtEhnc
Apollon Wealth Management, LLC
Financial Services
Mount Pleasant, South Carolina 1,565 followers
Elevating wealth management to a higher personal standard
About us
Apollon Wealth Management was established, first and foremost, to benefit our clients. As a fee-based firm without any allegiance to a specific investment, product, or insurance company, we share a cohesive, collaborative vision to keep your interests above all else. Here, you are treated as a client of our entire firm -- not of just a single advisor. This means you have unfiltered access to the expertise and key strengths of all partners, advisors, and support staff throughout your journey with us. Our solid team foundation is what enables us to succeed, as well as to recruit and develop the next generation of financial leaders. Serving as a testament to our collaborative approach, we have built many enduring client relationships spanning decades and multiple generations.
- Website
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www.apollonwealthmanagement.com
External link for Apollon Wealth Management, LLC
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Mount Pleasant, South Carolina
- Type
- Partnership
- Founded
- 2018
- Specialties
- Risk Management Planning, Retirement Income Planning, Education Planning, Investment Planning, Tax Strategy Review, Estate Planning, Budget Stress Testing, Business Planning, Finance, Insurance, Alternative Investments, Employee Benefits, Charity and Philanthropy, and Risk Management
Locations
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Primary
Get directions
111 Coleman Blvd
Suite 402
Mount Pleasant, South Carolina 29464, US
Employees at Apollon Wealth Management, LLC
Updates
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Commemorating Freedom and Resilience this Juneteenth. #Juneteenth #Freedom
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Be sure to check out this year's nominees for Charleston's Choice! The top 10 business will be listed on the Charleston's Choice Finalist Ballot. Click the link below to cast your vote! Voting closes July 7th. #CharlestonChoice #BestFinancialPlanner #BestWealthManagement #BestInvestmentFirm https://loom.ly/eml0HZI
Charleston's Choice 2024!
pnccontests.secondstreetapp.com
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A fixation on the direction of interest rates continues to drive prices in the short term, including in May. Rates moved lower, pushing rate-sensitive asset classes ahead of their peers. #marketreview #intrestrates #apollon Click the link below to read our latest Market Review. https://loom.ly/3h2lZpQ
Market Review - Patience & Pragmatism - Apollon Wealth Management
https://apollonwealthmanagement.com
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Pupdate: Bella is thriving with her trainer Sarah! They had a lovely outing looking at flowers and garden plants, followed by a delightful lunch at the market. We're proud to sponsor her for Canines for Service, a nonprofit that trains service dogs to support veterans with disabilities, enhancing their independence and quality of life. #caninesforservice #veterans #apollon
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A lackluster showing from hedge funds in 2023 was driven largely by an underweight to mega-cap U.S. stocks. However, despite mega-cap outperformance in 2024, hedge funds are off to a compelling start. Click the link below to read more from our Marketable Alternatives Mid-Year Update. #midyearupdate #marketablealternatives #apollon https://loom.ly/mY8m1Q0
2024 Marketable Alternatives Mid-Year Update - Apollon Wealth Management
https://apollonwealthmanagement.com
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"While these latest economic reports may keep the bulls running within US large caps, US small-cap companies, which are more rate sensitive, may remain stalled until we have a better indication of when the first rate cut will occur," noted Eric Sterner, CFA, CAIA, CIPM, FRM, Chief Investment Officer. This analysis in Filip De Mott’s recent Business Insider article underscores the differing impacts on market segments. #largecaps #smallcaps #economicreports #marketanalysis #investorinsights https://loom.ly/NeYLiKo
US indexes rally after cool inflation data - Apollon Wealth Management
https://apollonwealthmanagement.com
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Chief Investment Officer Eric Sterner, CFA, CAIA, CIPM, FRM noted the U.S. presidential election is a “wide-open race” while discussing how former President Trump’s guilty verdict is impacting investors with MarketWatch’s Vivien Lou Chen. He also commented on how markets digested last week’s negative earnings report from Salesforce, saying the tech selloff was “a healthy pullback considering valuations are a bit frothy in the tech sector after a strong year.” #tech #investing #markets #stocks #election #earnings https://loom.ly/AmeSda0
Stock market wobbles, then recovers, as investors digest PCE inflation report - Apollon Wealth Management
https://apollonwealthmanagement.com
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CEO Michael Dolberg was invited to the Diamond Consultants - Financial Advisor Recruiters and Consultants podcast to talk about his experience in the financial services industry and what led him and co-founding partner Robert Gorman CFP®, MSFS®, AEP® to go independent and build their own RIA.
Consultant and Guide to Top Financial Advisors and RIAs | Founder & CEO @ Diamond Consultants
Until they hit the proverbial wall… That is, it works until it doesn’t. That’s how many advisors describe the disconnect they often feel between their values and those of the firm they work for. That’s when advisors find themselves filling gaps and finding workarounds all to ensure they are delivering the best they can for clients. Michael Dolberg started in the insurance broker dealer world, building a business at Northwestern Mutual managing $120mm in assets. Then he realized it just wasn’t fun anymore. There were too many limitations. And, like many big firms, the culture was mired in bureaucracy—policies and products designed for the lowest common denominator. So, Mike and Robert Gorman decided it was time to build their own firm and focused on developing a culture that appeals to other like-minded advisors and focused on delivering the best of product and service to their clients. And just six years later, their RIA firm Apollon Wealth Management, LLC is a $7.5B firm with multiple locations across the country and separate business units. In this episode, he shares his story with Louis Diamond about the significance of culture and how it helped their firm realize extraordinary growth. It’s a conversation that offers value to those who are looking at the various ways an advisor, practice, or firm can grow and thrive – and how the right culture can help drive success – plus much more. Listen at the link below or on your favorite podcast app.
Having Fun Again: How a Former Northwestern Mutual Advisor Designed a $7.5B Firm Around Cultural and Philosophical Alignment
Mindy Diamond on LinkedIn
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Great article shared by advisor Cynthia Ochal from our Florida office.
A look at how women across generations and income levels are thinking about, talking about, and engaging with money...
Survey: Women Are Confident Money Managers Who Crave Shame-Free Support
investopedia.com