Apollon Wealth Management, LLC

Apollon Wealth Management, LLC Elevating Wealth Management to a Higher Personal Standard

As a fee-based advisory service, our sole focus is assisting our clients, affluent individuals, families, and business owners, to achieve their financial goals.

As summer begins to wind down, it is a good time to start looking ahead.Year-end planning does not have to begin in Dece...
08/28/2026

As summer begins to wind down, it is a good time to start looking ahead.

Year-end planning does not have to begin in December. Starting earlier can give you more time to review your goals, explore potential planning opportunities and make thoughtful adjustments before the calendar turns.

A simple check-in today can help create greater clarity for tomorrow, because financial confidence is built one thoughtful decision at a time.

Every market cycle has its headlines.Investors have navigated recessions, elections, pandemics, wars, inflation, and cor...
08/25/2026

Every market cycle has its headlines.

Investors have navigated recessions, elections, pandemics, wars, inflation, and corrections before. Long-term planning has consistently proven more valuable than short-term predictions.

Before Michael Green joined Apollon, he spent 15 years helping families navigate the college admissions process. "You ha...
08/21/2026

Before Michael Green joined Apollon, he spent 15 years helping families navigate the college admissions process. "You had kids and families who were at a point in their life where they were trying to make a very difficult decision," Michael says. "And I really enjoyed being able to help people through that process."

Michael brings the same consultative approach to his work with clients today: listening first, educating along the way, and guiding families toward decisions they feel confident in.

Diversifying internationally may be paying off more than it used to, according to Chief Investment Officer Eric Sterner....
08/18/2026

Diversifying internationally may be paying off more than it used to, according to Chief Investment Officer Eric Sterner.

In Wealth Management’s 2026 Midyear Outlook, Eric noted that the correlation between the S&P 500 and international equities has dropped sharply since 2025, meaning "the diversification benefits of including international equities in portfolios is increasing."



https://www.wealthmanagement.com/publications/outlooks/2026-midyear-outlook

Retirement planning isn't just about the numbers. It's also about giving yourself grace along the way.Wealth Management ...
08/18/2026

Retirement planning isn't just about the numbers. It's also about giving yourself grace along the way.

Wealth Management Advisor Kassi Hyde told Mike Bascom on “Legacy Blueprint: Plan It Forward” that one of the most valuable parts of her job is simply being someone clients can lean on, whether they're facing a big decision or just need to talk through an issue. That kind of relationship, she says, is something technology can't replace.

Listen to the full episode: https://youtu.be/26fzuGHyUNc?si=2cU-7K7NsUTh_Y3H

Healthcare stocks are having a moment.After a difficult start to the year, the sector has emerged as one of the market’s...
08/17/2026

Healthcare stocks are having a moment.

After a difficult start to the year, the sector has emerged as one of the market’s strongest performers. Chief Investment Officer Eric Sterner joined Liz Claman on FOX Business’ The Claman Countdown to discuss what’s driving the turnaround.

“I think healthcare is next, because we’re going to see AI help shorten drug development timelines and make them more economical,” Eric said. He also pointed to the sector’s wave of mergers and acquisitions - the strongest in five years - as another potential tailwind.

Watch the conversation: https://www.foxbusiness.com/video/6403357866112

Insurance decisions shouldn't be treated differently than any other part of a financial plan.In her latest ThinkAdvisor ...
08/17/2026

Insurance decisions shouldn't be treated differently than any other part of a financial plan.

In her latest ThinkAdvisor article, Heather Kelly, CEO of Advisor Insurance Solutions, an affiliate of Apollon Wealth Management, discusses why insurance products deserve thoughtful, objective analysis alongside investments and other planning strategies.

Read the article: https://www.thinkadvisor.com/2026/07/27/investments-meet-insurance/

The U.S. economy is still growing — but the pace is moderating.Real GDP is projected to grow 2.0% in 2026, with consumer...
08/14/2026

The U.S. economy is still growing — but the pace is moderating.

Real GDP is projected to grow 2.0% in 2026, with consumer spending and continued investment helping support the economy.

Meanwhile, inflation and a cooling labor market remain key factors to watch.

📊 Take a look at the latest data, then explore the full July Market Recap: https://apollonwealthmanagement.com/july-market-recap/

IPO activity is surging in 2026, but what should investors understand beyond the headlines?Companies going public in the...
08/13/2026

IPO activity is surging in 2026, but what should investors understand beyond the headlines?

Companies going public in the U.S. raised $251 billion through June 26, putting 2026 on pace for a historic year of IPO activity.

In his latest market commentary, Apollon Chief Investment Officer Eric Sterner, CFA, CAIA, FRM, CIPM, takes a closer look at how IPOs work, why newly public companies can experience heightened volatility, and the historical risk and return characteristics investors should understand.

As Eric explains, the goal isn’t to encourage or discourage IPO participation. It’s to understand the risks and keep long-term investment objectives at the center of the decision.

Read the full commentary: https://loom.ly/NbEPkkk

Address

111 Coleman Boulevard, Suite 402
Mt. Pleasant, CA
29464

Opening Hours

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

Telephone

+18432782116

Website

Alerts

Be the first to know and let us send you an email when Apollon Wealth Management, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Apollon Wealth Management, LLC:

Shortcuts

Share

Category