This Month's employee spotlight features Gianna Barbaretta. Gianna works for our Insurance Team as the Director of New Business and Contracting. Gianna has been in the life insurance business for over 5.5 years. She enjoys crafting and lives in Omaha, NE with her husband Jason, their 10-month-old daughter Ellianna, and their two dogs, Chance and Basil. #EmployeeSpotlight
Apollon Wealth Management, LLC
Financial Services
Mount Pleasant, South Carolina 1,604 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
111 Coleman Blvd
Suite 402
Mount Pleasant, South Carolina 29464, US
Employees at Apollon Wealth Management, LLC
Updates
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In a recent conversation with Esha Dey at Bloomberg, our CIO @Eric Sterner shared his outlook for a potential small-cap rally, noting that the recent performance of the Russell 2000 could be an indicator of this. For more of his perspective on the latest market moves, you can read the full article here: https://loom.ly/rGkAAX8 #stocks #marketobservations #bloomberg
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Discussing the outlook for earnings, Chief Investment Officer Eric Sterner, CFA, CAIA, CIPM, FRM highlighted a positive scenario, "My base case is for a soft landing because small- and large-cap companies are looking optimistic about earnings for this year and next.” https://loom.ly/BVfJw4o MarketWatch #earnings #outlook #smallcap #largecap
High stakes for investors as Fed tries curing inflation without causing a recession - Apollon Wealth Management
https://apollonwealthmanagement.com
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Wealth Management Advisor Kassi A. Hyde, ChFC recently shared with Jeff Stimpson at Financial Advisor Magazine that she's seeing larger income levels for younger clients, which can necessitate a more deliberate tax plan early on. She noted that certain savings vehicles, like Roth 401(k) offerings, are more tax-efficient for younger clients. #taxplanning #401k #Roth #financialadvisor https://loom.ly/NRLMZek
How Tax Planning Differs For Young Clients
fa-mag.com
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"Stay disciplined to your plan and try to keep your political views in the voting polls and not in the stock market," Chief Investment Officer Eric Sterner, CFA, CAIA, CIPM, FRM told Doug Krizner and Bryan Curtis at Bloomberg of how he’s advising his clients this election cycle noting we’ve seen volatility in fixed income but not as much in the equity markets. He also discussed the Federal Reserve's potential for interest rate cuts in September and his expectation for broadening in the markets beyond tech and AI. #FederalReserve #Election2024 #markets #AI https://loom.ly/z-dMBo4
CIO Eric Sterner discusses the Federal Reserve, 2024 election and investing in AI. - Apollon Wealth Management
https://apollonwealthmanagement.com
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Wishing you a wonderful Independence Day! #July4th #Independenceday #apollon
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Chief Investment Officer Eric Sterner, CFA, CAIA, CIPM, FRM shared that innovations in healthcare are just as exciting as those in AI as he expects the sector to help carry the markets into the second half of 2024. He noted to Diane King Hall on Schwab Network that there could be short-term struggles for the sector around the presidential race but after the election, he sees tailwinds for the sector, particularly with aging demographics in developed countries. #healthcare #investing #markets #economy https://loom.ly/_1AWbTY
Bullish For The Remainder Of The Year - Apollon Wealth Management
https://apollonwealthmanagement.com
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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
A New Investing Environment for Market Participants - Apollon Wealth Management
https://apollonwealthmanagement.com
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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