RSS Facebook Twitter LinkedIn

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.

Click to see the full profile

Share |

September 30, 2014 Millionaire Fact of the Day



September 30, 2014 Fact of the Day: More and More Investors Seek Market Information From Their Advisor



Most people believe financial advisors must improve their quality of their communication materials.  While most Millionaires are happy with the frequency they receive their newsletters, blogs or other communications from their financial advisors, the investors feel the lack of quality in the communications isn't so great.  What type of communication materials do you like to receive?  Our research shows that an increasing number of investors enjoy reading financial blogs from investment professionals, if their own advisor had a blog most investors would like to read it.  They also like to watch videos.  While written articles are preferred, a large number of investors are increasingly watching videos.  If you want to find an advisor who communicates more frequently, check out our Best Advisor Service