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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  • All
  • AP Wealth News
  • Cyber Security
  • Financial Planning
  • Investment Management
  • Philosophy
  • Retirement Planning
  • Tax & Estate Planning
  • The RIA Difference
  • Travel
  • Walton Award
  • What We're Talking About

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 …

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10 Things to Consider When Planning to Transition into Retirement

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