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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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March 20, 2013 Fact of the Day

Age significantly impacts when investors reach out to advisors. A majority (68 percent) of those age 40 or younger say they would be motivated to contact a financial professional after the birth of a child, whereas most investors age 61 or older (70 percent) would contact their advisor to discuss a recent financial windfall. 

Click here to read more about how financial advisors can help investors plan for the addition of a new family memeber.