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Featured Advisor



Asset Preservation Advisors




City:Atlanta

State: GA



BIOGRAPHY:
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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Investment Trends

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

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

August 17, 2016

 

Volatility, both in the market and in the presidential campaign, are playing havoc with Affluent investor confidence and their personal financial outlooks. Click here to read more

June 7, 2016

 

A tiny minimum deposit can start an investor who wants to work only with socially responsible firms. Click here to read more  

June 7, 2016

 

Women investors indicate a higher likelihood than men that they will hold on the investment sidelines in the coming month. 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

 

 Are non-Millionaire investors becoming more cautious in their investment mindset?  Click here to read more

May 5, 2016

 

Millionaires who indicated they would hold on the investment sidelines dipped 5 percent from the previous month. Click here to read more

May 3, 2016

 

The Spectrem Millionaire Investor Confidence Index is at a four-month high. Click here to read more

April 26, 2016

 

More than half of Millionaire Millennials consider social responsibility when choosing an investment. Click here to read more