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 Market Update
Investment Management

AP Wealth Market Update June 2022

The 2022 AP Wealth investment committee meetings have been full of hot topics to discuss. The market volatility continues with inflation, interest rate hikes, supply ...
Market Volatility - The Sky is Not Falling
Investment Management

Market Volatility – The Sky is Not Falling

Recent financial market volatility has been very unnerving. Inflation, Federal Reserve actions, and political instability have all been in the headlines and have factored into ...
What is The Quick Ratio and Why is it Important?
Investment Management

What is The Quick Ratio and Why is it Important?

Recently, Tom provided insight to Insider Magazine regarding The Quick Ratio which we wanted to share with our network as well. Tom has 15 years ...
What Should You Know About Moving Up a Tax Bracket?
Tax & Estate Planning

What Should You Know About Moving Up a Tax Bracket?

Moving up a tax bracket is actually a good thing because it means you are making more money. When you make more money, it also ...
Tax and Estate Planning
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, ...
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10 Things to Consider When Planning to Transition into Retirement

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