Philosophy

AP Wealth Market Update

AP Wealth Market Update     The 2022 AP Wealth investment committee meetings have been full of hot topics to discuss. The market volatility continues with inflation, interest rate hikes, supply chain issues, high energy prices, and the war in Ukraine weighing on the market. During periods like this, one thing we do well is …

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What is “Risk,” Really? 

What is “Risk,” Really?    “Risk” is a term bandied about by financial professionals with seemingly reckless abandon. It’s important to understand what is meant by the term. Risk and return are inseparable. Some clients do not fully comprehend the risk inherent in their investments. Arguably, the most important job an advisor has is to …

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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 homeowners have cashed in on the hot real estate market over the past year, with some selling their homes even if they didn’t plan to because the offer that they received was irresistible. These homeowners may now …

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AP Wealth Management Team

What is an Investment Philosophy? Why does it matter?

What is an Investment Philosophy? Why does it matter?   Perhaps a good place to start when discussing investment philosophy would be to look at a term with which many of us are more familiar – worldview. According to Merriam-Webster’s Dictionary, a person’s worldview is “a comprehensive conception of the world especially from a specific …

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10 Things to Consider When Planning to Transition into Retirement

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