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.

Sort by Topic

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 …

15585

10 Things to Consider When Planning to Transition into Retirement

15856

View