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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 4, 2013 Fact of the Day


Affluent investors say the top 5 situations that would cause them to reach out to their financial advisor for advice are:


  1. Financial windfall - 67 percent
  2. Changing tax laws - 60 percent
  3. Inheritance - 50 percent
  4. Market swings - 47 percent
  5. Changing estate laws - 45 percent