Like so many things in life, we discovered this quarter that making money in the financial markets is not always easy. While it has been easier the last few years, this year has been a bit different. But, we’re not worried. At AP Wealth Management, we take a long-term view to everything we do including […]
Quarterly Newsletter – Gratitude Developed from a Long-Term View Read More »
The 2022 AP Wealth investment committee meetings have been full of hot topics to discuss. The market volatility continues with inflation, interest rate hikes, supply chain issues, high energy prices, and the war in Ukraine weighing on the market. During periods like this, one thing we do well is help clients maintain proper perspective. Below
AP Wealth Market Update June 2022 Read More »
Recent financial market volatility has been very unnerving. Inflation, Federal Reserve actions, and political instability have all been in the headlines and have factored into the recent downturn in the markets. We do not think our economy and financial markets are headed in a cataclysmic direction. Like all things, the financial markets are very cyclical.
Market Volatility – The Sky is Not Falling Read More »
The first quarter of 2022 has been unexpectedly eventful. Just as we started to catch our breath from the COVID crisis that started in 2020, Russia decided to launch an unprovoked invasion of Ukraine. Although this war is being fought on the other side of the globe, the headlines, pictures, and economic impacts are clearly felt here in the United States.
First Quarter 2022 Newsletter Read More »
Thank you for all your unwavering confidence and enthusiastic support this year. We are so fortunate at AP Wealth because we have the best clients, strategic partners, and team in the world! 2021 has been another year of growth in many ways. Your client accounts benefited from above-average market returns during this year of economic
Year-End Newsletter | December 2021 Read More »
10 Things to Consider When Planning to Transition into Retirement
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