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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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High Net Worth - Investor Attitudes and Behaviors

May 8, 2017


 Mothers hold a special role for all of us; without them, we would not be. While some people go out of their way to show appreciation on a regular basis, the pressure to let mothers know how much they mean really hits home in mid-May on Mother’s Day.


April 6, 2017


What happens in Washington doesn’t stay in Washington, Click here to read more

March 29, 2017


One of the primary benefits wealthy investors see in working with a financial advisor is that the advisor increases their knowledge of investing, according to Spectrem Group research. It only follows they would want the same for their children. Click here to read more

March 2, 2017


Despite a continued robust market in February, the Spectrem Affluent Investor Confidence indices were flat in comparison with the previous month. Click here to read more

February 14, 2017


Affluent investors' focus on stock market conditions has shifted from volatility to speculation on how long this rally will last, and whether to get in while it’s high. Click here to read more

January 9, 2017


 The ultimate test of loyalty is whether wealthy investors would follow their advisor if he or she were to leave their present firm. Click here to read more

January 3, 2017


Affluent investors in December were more likely to cite the political climate over market conditions as the most serious threat to achieving their household's current financial goals. Click here to read more 

December 14, 2016


 As wealth level increases so does usage of a financial advisor. How do the Ultra High Net Worth infestors find their advisors and what criteria do they use to select them? Click here to read more

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

November 2, 2016


With less than one week to go until the U.S. Presidential election, renewed concerns about the economy and a cautious investment mindset have resulted in a dip in the Spectrem Affluent Investor Confidence Index. Click here to read more

November 1, 2016


The presidential election is one week away, but when it comes to investment plans that is not what is uppermost on the minds of Affluent investors. Click here to read more 

October 28, 2016


With less than a week before the presidential election, Affluent investors cannot take shelter from the political climate. Click here to read more