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
- Cyber Security
- Financial Planning
- Investment Management
- Philosophy
- Retirement Planning
- Tax & Estate Planning
- The RIA Difference
- Walton Award
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 …
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 …
Planning for Elder Care – It’s never too late to start saving
Planning for Elder Care – It’s never too late to start saving. If you have not started …
Should you be concerned about bracket creep from inflation?
Should you be concerned about bracket creep from inflation? The US inflation rate rose to 6.8% in 2021, …
Year-End Newsletter | December 2021
Year-End Newsletter | December 2021 Thank you for all your unwavering confidence and enthusiastic support this …
Announcing the 2022 Walton Award Recipients
Announcing the 2022 Walton Award Recipients The George & Dorothy Walton Award is presented annually …
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. …