Topics with a Twist

Wealth Topics with a Twist! APC's On Pointe shares stories for how we relate Sports & Portfolio Management, Key Lime Pie, HENRY, ESG, the 90's! Did we really write about Lacrosse and Investment Management?!?!? Subscribe for regular info about Wealth Management and 401k.

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Looking for Clues for the Markets? this Year?

The markets can often provide clues for how the markets may perform through the rest of year...

Is your 401k Match Enough?

Sometimes saving enough to get your full 401k match is enough. However, there are times when it may not...

International Investing

Travel might be limited these days but our investing doesn't have to be. Hear APC's thoughts for international investing.

female financial advisor consulting with client

4 Retirement Goals

This is not your "normal" retirement goals, these 4 goals have been modified to fit these rather "unique" times, they come with a twist!

Transitioning to Virtual Sales

We've had to do it here at APC... Adjust to the virtual world of marketing and sales, how is your company selling in this environment?

Selling a Biz = Portfolio Managment?

Here I'm thinking I get to educate a new client with regards to portfolio management, little did I know my client already had some insights from selling his business!

Invest in Strength

Educate yourself and Invest in Yourself

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Home for the Holidays

Jousting with your college-aged son is fun, but who has the edge? Book smarts vs. Street smarts has always been a debate, now over a glass of eggnog we batlle on!

Naming Beneficiaries

You think you're done just naming your beneficiaries, for estate planning that is just the tip of the iceberg!!!!

The Role of our States

Read Brian Wesbury's take on how our States can maintain a stronger role in our economy.

Financial Avisors hands on a conference table

Wealth Management Year End To Do

This On Pointe goes BTS to look at what we do for year end. You might find it interesting as it all has to do with our client's year end to-do's.....

Can Target Date Funds Keep Pace?

You may own a Target Date Fund in your 401(k) and not even know it. Learn more about these investments to see if they are a good fit for you....

Fed, Bailout, and Stimulus

There is a lot going on with this next round of stimulus and we are now seeing some of the details. Read Brian Wesbury's piece that offers his view for how the stimulus should work....

Wealth Guidance

We advise tech and emerging industry professionals with retirement planning, investment management, 401k Advisory, and a wide range of wealth management issues. We do this by learning about you, your situation, goals, and objectives. We then translate this information into a wealth plan that encompasses these data points with a portfolio that is positioned to meet your goals. If you are looking for a wealth guide to assist you with attaining your financials goals we welcome learning more about you and we can share how we can guide your retirement.

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Do-it-yourselvers or those not looking for experienced guidance need not apply.

Santa Claus Rally

Has Santa Claus already jumped down the Chimney? Because it looks like the markets have already received their presents!

Emerging Industry 401k Plans

What are the Advantages and Disadvantages of adding a 401k to an Emerging Industry Company's Benefits?

Financial Advisor showing client information on a tablet

Hey Small Fry!?!? It's your Turn!

Are Small Caps showing signs of life in this market? More importantly, do they belong in your portfolio?

Football and Investing....

Fall and Football... Goes together like the Bulls and Bears of the Stock Market, and you get a front row seat!

Tech CEO Plans for Everything

I'm fortunate to have a front row seat to see some of the best CEO's in the Tech and Emerging Industries navigate challenges and position their companies for high growth.

financial advisor consulting with clients

Box Checked! 5500 Done and Filed

Plan Sponsors have long filed the 5500 for their 401k plans... but are they done? This week's On Pointe 401k read what is keeping plan sponsors around the US busy....

Masters and Investing

It certainly seemed odd watching the Masters in November, but some things never change such as golf/risk management

3Q GDP Rockets

News has been challenging to understand especially as it relates to the US economy, but Wesbury sees some positive growth...

HENRY's Wanted

Even here in my hometown Annapolis, MD I cringe when I hear other advisors say "I only work for ulta-high net worth investors", what about HENRY

Debates and the Election... but the Fed is the real story

Yes we are living in interesting times with volatile markets and sometimes even more volatile debates. But if you are concerned about the elections and the markets you might look to the Federal Reserve for clues.

Sold.... so now what?

We've experienced 2 of the most challenging market environments in the span of 12 years. Many investors sold... so how are they going to invest in the market going forward?

Is it Fall in the markets?

In most parts of our country you don't need the calendar to know what season you're in. But did you know there are seasons in the markets as well?

Wow...that was embarrassing!

I've got a story for you.... first impressions are important so what happens when you make a mess?

Fall Cleaning

It's that time of year to do some fall cleaning. It's also time to clean up the news while we are at it!

Covid and your 401k

Could Covid-19 be impacting how your 401k plan is being run? We're hearing some interesting situations how this new environment is actually affecting 401k's,,,

3 Things about Golf and Investing

How can golf teach us to be better investors? This week's On Pointe actually gives three similarities you'll find interesting.

Building the Menu, the 401k Menu

One of the most important parts of the 401k plan is the menu, here are some things to consider when you build your plan's menu.

Long Slog Recovery

The Good news is there are signs of recovery.... but the question is still when? Read Brian Wesbury, First Trust's Chief Economist describe his views on the US's economic recovery.

financial advisor team consulting with client

Fiduciary, what did you call me?

Plan Sponsors know they have responsibilities when offering a 401(k), did you know you are also a fiduciary?

Waiting for a pullback....Really?

Markets have rallied fast and maybe you missed it, is waiting for a pullback the best strategy?

Another Slice of Pie

Are we talking Key Lime Pie or some other Pie?

Is the Economy that Bad?

Read Brian Wesbury's piece regarding the Economy and his take on the recovery.... it may not be as bad as you think.

Fed Fired Bazooka

First Trust Chief Economist Brian Wesbury explains the historic moves the Federal Reserve implemented to ease markets....

Weathering the Virus

Tim Armour, CEO of The Capital Group provides his perspective for weathering the virus as their Asian offices encountered the virus before their US teams....