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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 2, 2014 Millionaire Fact of the Day



October 2, 2014 Fact of the Day:  How Often Would You Like To Be Contacted By Your Advisor?



The more frequently a Millionaire was contacted by his or her financial advisor, the more satisfied they were.  Those investors who are contacted on a semi-annual or an annual basis are less satisfied than those who are contacted more often.  It may seem like you don't really want to talk to your financial advisor on a regular basis, it depends on your relationship.  There are, however, non obtrusive methods of communication.  Let your financial advisor know you like emails instead of the telephone.  Do you want a copy of his or her market comments or newsletter or blog?  Find out how to subscribe to it.  Or do you prefer face-to-face meetings?  On a golf course, in an office?  Let your advisor know.  You are the customer.  If you would like to find a financial advisor, visit our Best Advisors Service.