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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  • AP Wealth News
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  • Retirement Planning
  • Tax & Estate Planning
  • The RIA Difference
  • Walton Award

End of Year Tax Planning & Beyond

End of Year Tax Planning & Beyond   Many people may dread the thought of tax planning because …

A Beautiful day for Child Enrichment of Augusta and AP Wealth Management

A Beautiful day for Child Enrichment of Augusta and AP Wealth Management       This past Saturday …

How We Protect Your Personal Information and Assets

How We Protect Your Personal Information and Assets       Cybercrimes are on the rise. The number …

Quarterly Newsletter – Looking Ahead and Keeping a Long-Term Perspective

Looking Ahead and Keeping a Long-Term Perspective As we look ahead to the 4th quarter, we confront many …

Market Update – September 2022

Market Update – September 2022         As the third quarter comes to a close, the …

Where do we get our information? 

Where do we get our information?          In times like these, how do we keep …

High Inflation Equals High I-Bond Interest Rates

High Inflation Equals High I-Bond Interest Rates   We have had several people ask us about I Bonds …

Finance & Real Life – Passing Down Real Estate to Your Heirs

Finance & Real Life – Passing Down Real Estate to Your Heirs       There are many …

Getting Your Estate Plan Ready for Retirement

Getting Your Estate Plan Ready for Retirement       Getting your affairs in order before you die …

Quarterly Newsletter – Gratitude Developed from a Long-Term View

Gratitude Developed from a Long-Term View Like so many things in life, we discovered this quarter that making …

AP Wealth Market Update

AP Wealth Market Update     The 2022 AP Wealth investment committee meetings have been full of hot …

Market Volatility – The Sky is Not Falling

Market Volatility – The Sky is Not Falling         Recent financial market volatility has been …

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10 Things to Consider When Planning to Transition into Retirement

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