The Briefing Archives - AP Wealth Management

The Briefing | Reliable Financial News Sources – Where do we get our information?

September 19, 2022

The Briefing | Reliable Financial News Sources – Where do we get our information? In September, we hosted The Briefing upstairs in The Treehouse. This was an informative meeting where we held an educational discussion about reliable information sources for the financial market. Gene also provided an update on the market and discussed why …

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The Briefing | Intergenerational Planning (May 2022)

May 3, 2022

Intergenerational Planning (May 2022) Recently, we hosted The Briefing at our office held in our newly renovated space upstairs – The Treehouse. The discussion centered on Intergenerational Planning and was led by our partners, Clayton Quamme & Gene McManus. They discussed estate planning, the 10-year RMD rule, ROTH conversions, and more. …

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The Briefing | Market Update (February 2022)

February 7, 2022

Market Update February 2022 Last week, we hosted our first in-person Briefing in two years in our newly renovated upstairs space, The Treehouse at AP Wealth. Our guests enjoyed an informative night and also received an opportunity to try out the Golf Simulator. In this briefing, Gene provided our guests with an …

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The Briefing | Where do we go from here?

September 23, 2021

Where do we go from here? Last night, Gene McManus, CPA, CFP discussed “Where do we go from here?” He discussed the current market in relation to its historic levels and where we anticipate it going from here. He looked at some of the following and answered a few audience questions as well. Where …

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The Briefing | Cryptocurrencies

April 23, 2021

The Cryptocurrency Craze: Watch the replay of Wednesday’s Briefing with Clayton and Tom. They dove into the cryptocurrency craze sweeping the markets. They discussed Coinbase, Bitcoin, Blockchain, and other topics related to cryptocurrencies. They also discussed the different ways to invest in crypto and answer your questions in what was a very interactive session …

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The Briefing | Black Swans: House Fires, Pandemics, and Financial Crises

March 25, 2021

Black Swans – House Fires, Pandemics, and Financial Crises: During this Briefing, Gene shared a story from his personal life involving a recent house fire and the parallels between it and other “Black Swan” events such as our current pandemic and past financial crises. For those who may not be familiar with the term, …

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The Briefing | Market Update

February 25, 2021

Financial Market Update: Enjoy this month’s Briefing with Gene, Sharon, and Clayton as they discuss current market activity – where we have been, where are we now, and where we are headed. The team also shared insight about the Ant and China. The Briefing is an opportunity for our friends and clients to …

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The Briefing | What the 2020 Election Means for Investors

November 13, 2020

What the 2020 Election Means for Investors: Our advisors, led by Gene McManus, CFP, CPA, discuss the outcome of the election and the impact on the market. Our advisors also discuss current and emerging topics in light of the results and their influence on investing. The Briefing is an opportunity for our friends and …

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The Briefing | Don’t Fight the Fed

September 24, 2020

Don’t Fight the Fed: Last night, Gene McManus, CFP, CPA discussed the function of the Federal Reserve and how their actions are affecting the financial markets. Our team is offering our friends and clients the opportunity to speak with us and hear our perspective on current market activity as well as ask any …

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