Welcome to the AP Wealth Management Blog

Below, you’ll find original articles written by our team of advisors on a variety of topics related to wealth management, financial planning, investing, and market activity.

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  • Walton Award

What do you need to retire?

What do you need to retire?   My view is that wealth is more than just the tangible …

What is “Risk,” Really? 

What is “Risk,” Really?    “Risk” is a term bandied about by financial professionals with seemingly reckless abandon. …

What should you do if you gained a large financial windfall from selling your home?

What should you do if you gained a large financial windfall from selling your home?     Many …

Why is it important to save even a little bit each year?

Why is it important to save even a little bit each year?     The importance of saving …

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, …

Lessons From the Blue Ridge Relay - Pat Fair

Run your race – The Blue Ridge Relay 2021

Did you know that one of the largest running relay races in the United States takes place just …

Clayton Quamme, CFP

Why Your Savings Rate Matters

Why Your Savings Rate Matters   When a crisis hits, like COVID, people tend to save more money. …

AP Wealth Management Financial Advisors

What ‘taboo’ money topics should we be openly discussing?

What ‘taboo’ money topics should we be openly discussing?   When asked what we do, My wife (a …

Talking about Money with Your Aging Parents

Talking about Money with Your Aging Parents   “I’m turning into my parents.”   “My parents taught me …

A Fiduciary Reflection – Bernie Madoff

“Bernie Madoff Dead at 82…”   The headline above is from the April 14th article in The Wall …

Should You Own Cryptocurrency in Your Portfolio?

Should You Own Cryptocurrency in Your Portfolio?     We’ve been fielding several inquiries lately into Bitcoin and …

Black Swans: House Fires, Pandemics, and Financial Crises

Black Swans: House Fires, Pandemics, and Financial Crises   “Fire! Get Out!” It was a dream. It must …