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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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October 10, 2013 Fact of the Day

Less affluent investors are less likely to track their credit scores than are their more wealthy counterparts. Less than two-thirds (64 percent) of investors with a net worth of $100,000 or less say they know what their current credit score is, whereas 81 percent of investors with a net worth of $5 million or more know their credit score.