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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 16, 2014 Millionaire Fact of the Day




July 10, 2015:  $25 Million Plus Investors Actively Seek Financial Information on Social Media



Did you know that forty percent of those investors with more than $25 Million of net worth regularly read financial blogs?  More than 30 percent of these investors anticipate that they will use social media for financial information even more in the future.

Do you read financial blogs?  It’s something to think about.  Clearly some of the most successful households are searching for information online ….including using platforms such as Twitter, Linked In and Facebook.  In fact, 39 percent of households over the age of 66 would like to read a blog written by their financial advisor.

If you are looking for an advisor that regularly writes about the financial markets…or Tweets….check out our Best Advisors.