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

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 …

What is The Quick Ratio and Why is it Important?

What is The Quick Ratio and Why is it Important?       Recently, Tom provided insight to …

What should you know about moving up a tax bracket?

What should you know about moving up a tax bracket?     Moving up a tax bracket is …

High Inflation Equals High I-Bond Interest Rates

High Inflation Equals High I-Bond Interest Rates     In this blog, we’ve provided a bit of our …

5 ways to prepare financially before you quit your job

5 ways to prepare financially before you quit your job   It’s hard to turn on the news …

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.

How does instability in Ukraine affect the financial markets?

How does instability in Ukraine affect the financial markets?       We had a client ask us …

My favorite type of retirement plan for sole proprietors

My favorite type of retirement plan for sole proprietors       Retirement savings accounts known as SEP …

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10 Things to Consider When Planning to Transition into Retirement

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