Did you know that one of the largest running relay races in the United States takes place just up the road in the Blue Ridge Mountains? It is called The Blue Ridge Relay. I, Pat, have done this race two years in a row with 11 other guys mostly from the Augusta area. Many …
What is an Investment Philosophy? Why does it matter? Perhaps a good place to start when discussing investment philosophy would be to look at a term with which many of us are more familiar – worldview. According to Merriam-Webster’s Dictionary, a person’s worldview is “a comprehensive conception of the world especially from a specific …
What is an Investment Philosophy? Why does it matter? Read More »
Interest Rates’ Impact on Bond Prices It has been a heavy-hitting couple of weeks across the global economic landscape and most of the news articles are discussing interest rates. Given this, AP Wealth has put together a short explanation of how interest rates impact bond prices. The chart below shows the inverse relationship …
What is a Custodian? A custodian is a financial institution that holds customers’ securities for safekeeping so as to minimize the risk of their theft or loss. A custodian can hold securities and other assets in electronic or physical form. Since they are responsible for the safety of assets and securities that …
How to Detect an Identity Thief As identity theft in the U.S. increases, it’s important for advisors to be aware of the possible signs of a client imposter. Our firm is dedicated to keeping our clients’ information safe. We stay up-to-date on best practices. Knowledge and awareness are key to protecting clients …
Recently, we hosted a Client Briefing here in our office where we discussed how to interpret your Schwab brokerage statement. If you’re not a financial professional, a brokerage statement may seem overwhelming or even intimidating. But we believe it’s important for all our clients to have a basic understanding of what is happening each month …
10 Things to Consider When Planning to Transition into Retirement
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