AP Wealth

End of Year Tax Planning & Beyond

End of Year Tax Planning & Beyond   Many people may dread the thought of tax planning because it’s often complicated and cumbersome. Tax planning is more than just filling your returns. It involves seeking and adopting techniques that can help reduce the tax owed. So, it makes sense to start to do tax planning …

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How We Protect Your Personal Information and Assets

How We Protect Your Personal Information and Assets       Cybercrimes are on the rise. The number of cyber incidents, the cost of mitigation, and the sophistication of cybercriminals are all steadily increasing. Identity theft is the fastest-growing crime in America and it’s reported that someone’s identity is stolen every 2-3 seconds. The average …

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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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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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10 Things to Consider When Planning to Transition into Retirement

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