AP Wealth Management, LLC

Category: Content
Type: Blog Article

Generated 2 weeks ago

New blog articles detected

  • APWM Monthly Investment Policy Meetings

    AP WEALTH’S DECEMBERINVESTMENT POLICY MEETINGBy Gene F. McManus, AP Wealth PartnerOne of our routines at AP Wealth is our monthly investment policy meeting.  This time spent together allows us to review our asset allocation and portfolio construction, and to look at market activities more specifically, especially as they relate to our clients.  Our December discussion yielded these points we wante...

  • SURPRISE! SURPRISE! SURPRISE!

    WHAT DOES TRUMP’S ELECTION MEAN TO THE MARKETS?Gene F. McManus, CPA, CFP®“Surprise!  Surprise!  Surprise!” as Gomer Pyle used to say on the Andy Griffith Show.  Donald Trump is our president-elect.As of December 1, the S&P 500 is up 2.7% or 44% annualized; the Dow is up 4.3% or 71% annualized.  The bond market is down 2.6% or 31% annualized since the election. What is going on?  Have the markets s...

AP Wealth Management, LLC

Category: Content
Type: Blog Article

Generated 5 months ago

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