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Featured Advisor

Asset Preservation Advisors


State: GA

APA’s philosophy is to work closely with our clients to develop an in-depth understanding of their unique needs and objectives. We then customize a municipal bond portfolio that best meets their specific goals and needs. APA manages high quality municipal bond portfolios in four strategies: Short-Term, Intermediate-Term, High Income, and Taxable.

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Financial Planning

November 17, 2016


Not everyone shares the same confidence in their retirement preparedness, a Spectrem Group study of retirement plan participants finds. Click here to read more

August 17, 2016


Establishing the manner in which one’s personal wealth will be handled and then eventually distributed requires some very intimate discussions and decisions. Click here to read more

August 17, 2016


How do investors view the financial acumen of their children? Click here to read more 

August 15, 2016


HNW women are more likely than their male counterparts to use social media for financial purposes. Click here to read more

June 23, 2016


Being able to retire as planned is a heightened concern among Gen X retirement plan participants. Click here to read more

June 14, 2016


 Certain cities are more conducive to a staycation than others (but how is Chicago only 99th on the list?). Click here to read more

June 7, 2016


Spending on prescription drugs in 2016 is likely to reach $4,270, or 17 percent of total healthcare spending. Click here to read more

May 17, 2016


Ultra High Net Worth investors have most confidence in their investment acumen to boost their income. Click here to read more

May 10, 2016


Spectrem research shows wealthy investors still hold on to core values of American life. Click here to read more 

May 10, 2016


What are financial planning basics college graduates can employ to build the foundation for a secure financial future? Click here to read more

May 3, 2016


Prince joins Jimi Hendrix, Kurt Cobain, Bob Marley and Amy Winehouse, who likewise passed before they made a will. Click here to read more 

April 19, 2016


Are you very confident that you will have enough money to live comfortably through retirement? Congratulations, you are part of an exclusive minority, Click here to read more