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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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May 8, 2013 Fact of the Day

Most investors do not achieve "Millionaire" status until later in life. Eighty-eight percent of millionaire investors are age 55 or older. 

How does age impact the way wealthy investors manage their finances? Click here to see more.