market update

Financial Planner

Market Update – September 2022

Market Update – September 2022         As the third quarter comes to a close, the market is hovering at its lows for 2022. If you are following the news, you know the Federal Reserve has raised short-term interest rates significantly this year in an effort to bring inflation back down to its […]

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AP Wealth Market Update

AP Wealth Market Update     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 chain issues, high energy prices, and the war in Ukraine weighing on the market. During periods like this, one thing we do well is

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10 Things to Consider When Planning to Transition into Retirement

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