Rob Gorman emphasizes the importance of integrating financial planning into holistic health, highlighting the need for good habits, early adoption, human connection and open conversations. Click here to read the…
Chief Investment Officer Eric Sterner returned to Bloomberg Radio’s “Daybreak Asia” to share his insights on the housing market, global equities and how he’s positioning equities and fixed income. Click…
$3.4bn Apollon Wealth hires former United Capital exec Apollon Wealth Management has hired a former United Capital vice president as director of operations. Teresa Matthews-Fletcher started in the role in…
Wealthmanagement.com reporter Ali Hibbs recently included the exciting addition of Catalyst Wealth Management to the Apollon family in her RIA Roundup, noting our partnership as a key move in the…
Michael P. Green, MBA, CFP®, RICP®, CLU®, ChFC®, CLTC® talks tax benefits and flexibility of 529 plans on CNBC Make It. “You get the potential for a tax deduction on…
Chief Investment Officer Eric Sterner returned to Bloomberg Radio with Bryan Curtis and Rishaad Salamat to discuss his thoughts on a recession, the disconnect between the Fed and markets and…
On Wednesday, stocks fell after the Federal Reserve raised rates by a quarter point and indicated that they may pause further rate hikes later this year. Eric Sterner shared with…
Our partnership with Practifi has enabled us to leverage the latest technology and enhance our client services. Rob Gorman recently joined Advisorpedia’s Power Your Advice Podcast with host Doug Heikkinen…
CIO Eric Sterner joined Bloomberg Radio with Doug Krizner to discuss his outlook for a recession, prediction for another rate hike from the Federal Reserve and reaction to bank earnings.…