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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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July 25, 2014 Millionaire Fact of the Day

Forty-eight percent of affluent investors surveyed said that $50 or less is generally the appropriate amount to spend on a wedding gift for a casual friend or business associate.  While 43 percent said that the appropriate amount is $51 to $150.