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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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September 25, 2014 Millionaire Fact of the Day



September 25, 2014 Fact of the Day:  25 Million Plus Investors Consider Themselves as Event-Driven




Did you know that investors with more than $25 Million are the most likely to turn to their financial advisors upon the occurrence of a "Life Event"? 

Thirty-nine percent of $25 Million Plus investors describe themselves as Event-Driven.  This means that they really don't turn to their financial advisors until they need advice regarding a life event.  This could mean something such as approaching retirement...paying for the education of a child...even a divorce.  Another 26 percent describe themselves as Advisor Assisted.  This means that they turn to their advisor to discuss investments but believe they make the ultimate decisions themselves.

How do you use your financial advisor?  The best way is to keep an advisor informed about what is going on in your life.  Just don't approach your advisor right before a life event....put together a plan that takes into account foreseeable life events.....develop a retirement savings educational savings plan...or a fund to pay for a second home or even a wedding.  Also feel free to consult with your advisor about investments you are considering or changes that you want to make.  That is the role of your advisor.  The more he or she knows about what is important to you...the better the long term outcome.

If you need a financial advisor...check out our Best Advisors for help with your investments.