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.
Financial Planning
Retirement Plan Rollovers – 101
Do you have an old retirement plan? Is it still with your previous employer? Or has your company just been purchased / merged, and the ...
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 expenses cut the US could default on ...
Travel
Israel Trip – Lessons in Spirituality and Politics
In a beautiful coincidence, Gene , Tom, and Sharon all traveled to Israel and some of the surrounding areas in the first quarter of 2023. ...
AP Wealth News
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 ones a blessed and happy new year! ...
Investment Management
December 2022 Investment Policy Discussion
This past Monday, we held our monthly investment policy committee meeting. The purpose of this meeting is to help us make the most educated and ...
