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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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Wealth Management

June 16, 2016


When it comes to saving for retirement, are non-Millionaire investors selling themselves short in their reluctance to consult with a financial advisor? Click here to read more

August 18, 2015


When it comes to managing and growing your wealth, it pays to have a deep bench. Click here to read more

June 23, 2015


There are services financial advisors perform that no machine can replicate, but there are instances where an investor might want to go the robo-route. Click here to read more 

May 18, 2015


Making a financial plan is essential, not only from a savings standpoint, but for greater piece of mind. Click here to read more

March 27, 2015


Today, an A-lister is not a guarantee to open a movie and put the proverbial bottoms in the seats. Click here to read more

March 19, 2015


What wealth management services are affluent ethnic investors most likely receiving? Click here to read more

March 19, 2015


Ethnic investors are uncertain about what wealth management means. Click here to read more

March 13, 2015


 “I thought that if I write about money and have done this for a better part of two decades, and I’m making these mistakes, chances are other people are making these mistakes as well." Click here to read more

February 3, 2015


African-American investors are more familiar with wealth management services than Hispanic or Asian investors. Click here to read more

January 21, 2015


Vanguard, Fidelity and Charles Schwab get high marks from Ultra High Net Worth investors on a variety of services. Click here to read more

January 8, 2015


Many affluent investors believe wealth management services are beyond the scope of their personal net worth. Click here to read more

January 6, 2015


Investable assets make up 86 percent of portfolios and equities make up 59 percent of investable assets for ultra-wealthy investors. Click here to read more