Gene McManus

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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The Briefing - Financial Perspective

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

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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Don’t Fight The Fed!

Don’t Fight The Fed!   The function of The Federal Reserve and how their actions are affecting the financial markets.   The Federal Reserve “The Fed” gets a lot of press and has certain responsibilities and duties that affect the financial markets. The Federal Reserve has 4 general mandates in regards to its purpose and …

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The Briefing - Financial Perspective

The Briefing | The SECURE Act

The Secure Act:   Gene McManus discussed The SECURE Act.  The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act was signed into law at the end of 2019 as part of an end-of-year appropriations act and accompanying tax measure. The far-reaching bill includes significant provisions aimed at increasing access to tax-advantaged …

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