This past Saturday there was magic in the air at the Lake Olmstead Trailhead in Augusta. Child Enrichment of Augusta held its annual Heroes for Hope 5k run/walk and AP Wealth Management was fortunate to be a sponsor. Part of the magic was that one of our partners, Pat Fair, learned through his F3 Nation […]
A Beautiful day for Child Enrichment of Augusta and AP Wealth Management Read More »
In times like these, how do we keep informed with the intel needed to stay disciplined? No one is immune to stress when it comes to the market behaving like it has the past year. In markets like these, it’s important to remain aware of behavioral finance and its effects. Behavioral finance is an area
Where Do We Get Our Information? Read More »
In September, we hosted The Briefing upstairs in The Treehouse. This was an informative meeting where we held an educational discussion about reliable information sources for the financial market. Gene also provided an update on the market and discussed why we trust certain sources over others when it comes to gaining insight into the market’s
The Briefing | Reliable Financial News Sources – Where do we get our information? Read More »
We have had several people ask us about I Bonds recently, so we thought we would share our current perspective. According to Barron’s, “One of the best current deals in the bond market—Treasury Series I savings bonds—is likely to get less attractive in November when a new rate on the popular investments is set.” In
High Inflation Equals High I-Bond Interest Rates Read More »
Recently, we hosted The Briefing at our office held in our newly renovated space upstairs – The Treehouse. The discussion centered on Intergenerational Planning and was led by our partners, Clayton Quamme & Gene McManus. They discussed estate planning, the 10-year RMD rule, ROTH conversions, and more. If you found this content useful and would
The Briefing | Intergenerational Planning (May 2022) Read More »
We had a client ask us recently why the financial markets are affected by events in Ukraine. There are three main reasons. First, financial markets become volatile at the least sign of uncertainty. Uncertainty is brought about by the Ukraine situation because countries are scrambling with actions they will take against Russia and how they
How Does Instability in Ukraine Affect the Financial Markets? Read More »
Retirement savings accounts known as SEP IRAs have distinct advantages A simplified employee pension (SEP) IRA is a retirement savings plan established by employers—including self-employed people—for the benefit of their employees and themselves. Employers may make tax-deductible contributions on behalf of eligible employees to their SEP IRAs. SEPs are something worth considering because they are
My Favorite Type of Retirement Plan for Sole Proprietors Read More »
Last week, we hosted our first in-person Briefing in two years in our newly renovated upstairs space, The Treehouse at AP Wealth. Our guests enjoyed an informative night and also received an opportunity to try out the Golf Simulator. In this briefing, Gene provided our guests with an update on the Market for 2022. He
The Briefing | Market Update (February 2022) Read More »
The US inflation rate rose to 6.8% in 2021, its highest since 1982. While some of this may be transitory, experts have varying opinions. In this blog, we’d like to discuss something called Bracket Creep, which may affect some of our clients and readers. Bracket creep is a situation where inflation pushes income into higher
Should You Be Concerned About Bracket Creep from Inflation? Read More »
The George & Dorothy Walton Award is presented annually to an Augusta-area couple who exemplify the legacy and values of George and Dorothy Walton. The award recognizes a lifestyle of community service, selflessness, hospitality, courage, and devotion. Doctors Alice K. and John C. David were nominated for the 2022 Walton Award by James K. Stiff,
Announcing the 2022 Walton Award Recipients Read More »
10 Things to Consider When Planning to Transition into Retirement
View
