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.

AP Wealth News

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 of the same market issues that have ...
Investment Management

Market Update – September 2022

Market Update – September 2022         As the third quarter comes to a close, the market is hovering at its lows for ...
Philosophy

Where do we get our information? 

Where do we get our information?          In times like these, how do we keep informed with the intel needed to stay ...
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 ...
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10 Things to Consider When Planning to Transition into Retirement

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