AP Wealth News

A Beautiful day for Child Enrichment of Augusta and AP Wealth Management

A Beautiful day for Child Enrichment of Augusta and AP Wealth Management       This past Saturday there was magic in the air at the Lake Olmstead Trailhead in Augusta.   Child Enrichment of Augusta held its annual Heroes for Hope 5k run/walk and AP Wealth Management was fortunate to be a sponsor. Part …

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Quarterly Newsletter – Looking Ahead and Keeping a Long-Term Perspective

Looking Ahead and Keeping a Long-Term Perspective As we look ahead to the 4th quarter, we confront many of the same market issues that have been relevant all year, namely the war in Ukraine, high inflation, and a slowing economy. On the positive side, unemployment remains relatively low, gas prices are dropping and wages are …

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AP Wealth Management Team

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, Russia decided to launch an unprovoked invasion of Ukraine. Although this war is being fought on the other side of the globe, the headlines, pictures, and economic impacts are clearly felt here in the United States.

Year-End Newsletter | December 2021

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, strategic partners, and team in the world!   2021 has been another year of growth in many ways. Your client accounts benefited from …

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AP Wealth Management Team

Quarterly Newsletter – October 2021

Quarterly Newsletter – October 2021   We’re pleased to announce that current team members, Tom O’Gorman, MBA, and Clayton Quamme, CFP® are now officially partners and shareholders in our wealth management firm, AP Wealth Management.   As many of you know, Pat and I have been partners for some time now. Tom and Clayton have over time demonstrated …

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Lessons from the Blue Ridge Relay

Lessons from the Blue Ridge Relay   Did you know that one of the largest running relay races in the United States takes place just up the road in the Blue Ridge Mountains? It is called The Blue Ridge Relay, and this year I had the opportunity to participate by running with a group from …

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10 Things to Consider When Planning to Transition into Retirement

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