Welcome to the AP Wealth Management Blog
Below, you’ll find original articles written by our team of advisors on a variety of topics related to wealth management, financial planning, investing, and market activity.
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Will the U.S Default and What Are the Ramifications?
The target or “X” date is a moving target. If the US debt ceiling is not raised or …
Israel Trip – Lessons in Spirituality and Politics
In a beautiful coincidence, Gene , Tom, and Sharon all traveled to Israel and some of the surrounding …
Quarterly Newsletter – Celebrations in 2022 & Looking Ahead to 2023
AP Wealth Quarterly Newsletter Celebrations in 2022 & Looking Ahead to 2023 We wish you and your loved …
December 2022 Investment Policy Discussion
December 2022 Investment Policy Discussion This past Monday, we held our monthly investment policy committee meeting. The …
Retirement Plans for Small Business Owners
Retirement Plans for Small Business Owners At AP Wealth, we understand the challenges you face as …
End of Year Tax Planning & Beyond
End of Year Tax Planning & Beyond Many people may dread the thought of tax planning because …
A Beautiful day for Child Enrichment of Augusta and AP Wealth Management
A Beautiful day for Child Enrichment of Augusta and AP Wealth Management This past Saturday …
How We Protect Your Personal Information and Assets
How We Protect Your Personal Information and Assets Cybercrimes are on the rise. The number …
Quarterly Newsletter – Looking Ahead and Keeping a Long-Term Perspective
Looking Ahead and Keeping a Long-Term Perspective As we look ahead to the 4th quarter, we confront many …
Market Update – September 2022
Market Update – September 2022 As the third quarter comes to a close, the …
Where do we get our information?
Where do we get our information? In times like these, how do we keep …
High Inflation Equals High I-Bond Interest Rates
High Inflation Equals High I-Bond Interest Rates We have had several people ask us about I Bonds …