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.
Investment Management
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 recently, so we thought we would share ...
Tax & Estate Planning
Finance & Real Life – Passing Down Real Estate to Your Heirs
Finance & Real Life – Passing Down Real Estate to Your Heirs There are many ways to leave a legacy. While we ...
Tax & Estate Planning
Getting Your Estate Plan Ready for Retirement
Getting Your Estate Plan Ready for Retirement Getting your affairs in order before you die is not a pleasant topic to think ...
AP Wealth News
Quarterly Newsletter – Gratitude Developed from a Long-Term View
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 ...
Investment Management
AP Wealth Market Update
AP Wealth Market Update The 2022 AP Wealth investment committee meetings have been full of hot topics to discuss. The market volatility continues ...
