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.
Investment Management
How Does Instability in Ukraine Affect the Financial Markets?
We had a client ask us recently why the financial markets are affected by events in Ukraine. There are three main reasons. First, financial markets ...
Investment Management
My Favorite Type of Retirement Plan for Sole Proprietors
Retirement savings accounts known as SEP IRAs have distinct advantages A simplified employee pension (SEP) IRA is a retirement savings plan established by employers—including self-employed ...
Financial Planning
Planning for Elder Care – It’s Never Too Late to Start Saving
If you have not started planning for long-term care expenses yet, today is the day! Genworth puts out information on the cost of care for ...
Tax & Estate Planning
Should You Be Concerned About Bracket Creep from Inflation?
The US inflation rate rose to 6.8% in 2021, its highest since 1982. While some of this may be transitory, experts have varying opinions. In ...
AP Wealth News
Year-End Newsletter | December 2021
Thank you for all your unwavering confidence and enthusiastic support this year. We are so fortunate at AP Wealth because we have the best clients, ...
