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.

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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 ...
Investment Management

Market Volatility – The Sky is Not Falling

Market Volatility – The Sky is Not Falling         Recent financial market volatility has been very unnerving. Inflation, Federal Reserve actions, and ...
Investment Management

What is The Quick Ratio and Why is it Important?

What is The Quick Ratio and Why is it Important?       Recently, Tom provided insight to Insider Magazine regarding The Quick Ratio which ...
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10 Things to Consider When Planning to Transition into Retirement

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