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
What should you know about moving up a tax bracket?
What should you know about moving up a tax bracket? Moving up a tax bracket is actually a good thing because it means ...
April 25, 2022
Financial Planning
5 ways to prepare financially before you quit your job
5 ways to prepare financially before you quit your job It’s hard to turn on the news or open your browser right now without ...
March 30, 2022
AP Wealth News
First Quarter 2022 Newsletter
The first quarter of 2022 has been unexpectedly eventful. Just as we started to catch our breath from the COVID crisis that started in 2020, ...
March 17, 2022
Investment Management
How does instability in Ukraine affect the financial markets?
How does instability in Ukraine affect the financial markets? We had a client ask us recently why the financial markets are affected ...
March 3, 2022
Investment Management
My favorite type of retirement plan for sole proprietors
My favorite type of retirement plan for sole proprietors Retirement savings accounts known as SEP IRAs have distinct advantages A simplified employee ...
February 28, 2022