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.
Philosophy
Where Do We Get Our Information?
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 ...
Investment Management
High Inflation Equals High I-Bond Interest Rates
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 ...
Tax & Estate Planning
Getting Your Estate Plan Ready for Retirement
Getting your affairs in order before you die is not a pleasant topic to think about, or discuss for that matter. But, it’s a vital ...
AP Wealth News
Quarterly Newsletter – Gratitude Developed from a Long-Term View
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 ...
Investment Management
AP Wealth Market Update June 2022
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 ...
