Apollon Wealth Management, LLC

As summer begins to wind down, it is a good time to start looking ahead. Year-end financial planning does not need to wait until December. Beginning the conversation earlier can provide more time to review your progress, consider potential tax-planning opportunities and make thoughtful adjustments before important deadlines arrive. A simple check-in today can help create greater clarity for tomorrow, because financial confidence is not built at the last minute. It is built one thoughtful decision at a time.

Every market cycle has its headlines. Investors have navigated recessions, elections, pandemics, wars, inflation, and market corrections before. Through it all, long-term planning has always made a bigger impact than short-term predictions. Headlines change by the hour. Your plan is built to hold up over decades.

Back-to-school season is a reminder that some of the best financial advisors start out as educators, mentors, and guides. Before joining Apollon, Michael Green spent 15 years in college and independent school admissions, enrollment, and financial aid, helping families through one of life's biggest financial decisions. "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.

The first quarter was the best earnings quarter for the S&P 500 since 2021, with profit margins at their highest since FactSet began tracking the metric in 2009. Chief Investment Officer Eric Sterner, CFA, CAIA, CIPM, FRM says that strength is spreading. In Wealth Management’s 2026 Midyear Outlook, Eric points to industrials, utilities and materials as sectors benefiting from surging AI infrastructure and data center demand, with utilities now "very much part of the AI offensive playbook." #earnings #AI #infrastructure #sectorrotation https://lnkd.in/etbVTf7r

One of the hardest conversations retirement clients put off? Deciding who they trust to make decisions for them if they no longer can. Wealth Management Advisor Kassi A. Hyde, ChFC of our Apollon Peachtree Corners office joined Mike Bascom on “Legacy Blueprint: Plan It Forward” to talk through the retirement planning mistakes she sees most often. On incapacity planning, Kassi was direct: "Now's the time to talk through who your trusted people are going to be in your life...We're going to spend the time to make sure they're not strangers to you when you need them most. You can't do that at the last minute." Listen to the full episode: https://lnkd.in/gkaDQJw7 #RetirementPlanning #EstatePlanning #WealthManagement #FinancialPlanning

Japan deserves investors’ attention, according to Chief Investment Officer Eric Sterner, CFA, CAIA, CIPM, FRM. Speaking with Liz Claman on Fox Business Network's The Claman Countdown, Eric highlighted several forces supporting his optimism for Japan in the second half of the year. “The corporate governance reforms in Japan are really paying dividends, and they’ve had 10 straight months of export growth, as well as increased defense spending.” Watch the conversation: https://lnkd.in/ewMeHdKT

Insurance has long been part of financial planning. The question isn't whether it belongs in the conversation. It's whether it's being evaluated with the same level of analysis as every other recommendation. In her latest commentary for ThinkAdvisor, Heather Kelly, CLU, ChFC, CEO of Advisor Insurance Solutions, an affiliate of Apollon Wealth Management, explores why insurance products deserve objective evaluation based on structure, cost, and alignment with a client's goals rather than outdated assumptions. Read the full article: https://lnkd.in/eFbnkP2u

The U.S. economy continues to grow, but the pace is moderating. Real GDP is projected to grow 2.0% in 2026, supported by consumer spending and continued investment, including strong AI-related activity. At the same time, inflation and a cooling labor market remain important factors to watch as we move through the second half of the year. 📊 See the chart for a snapshot of the latest economic outlook. Read the full July Market Recap: https://lnkd.in/ePSxxYBt

IPO activity is making headlines, but the excitement comes with a wide range of potential outcomes. 2026 is on pace for a historic year for U.S. IPO activity, with companies raising $251 billion through June 26. But history offers an important reminder: newly public companies can experience significant volatility, particularly during their first year of trading. In his latest market commentary, Apollon Chief Investment Officer Eric Sterner, CFA, CAIA, CIPM, FRM, CFA, CAIA, FRM, CIPM, breaks down the IPO landscape, including: • Why companies choose to go public • How the IPO process works • Historical performance and volatility • What investors should consider before participating The takeaway? Headlines may capture attention, but investment decisions should remain grounded in your long-term objectives and an understanding of the risks involved. Read Eric’s full commentary: https://loom.ly/NbEPkkk

As your family, assets, and responsibilities evolve and become more complex, your plan should evolve with them. Learn about five life events that may warrant an estate plan review. #EstatePlanning https://lnkd.in/ei-HmB-T