NEWS & COMMENTARY
Financial Education
Solid financial planning is a lifelong endeavor. The world is changing faster than ever and keeping up requires continuously evolving financial education. APEX Asset Advisors, through its A.P.EX. process, requires a proactive approach. We inform you when changes happen and educate you and discuss how to protect your wealth from threats while capitalizing on opportunities.
Inflation & Your Money
"If the current annual inflation rate is 3 percent, why do my bills seem like they're 10 percent higher than last year?"1 Many of us ask ourselves that question, and it illustrates the importance of understanding how inflation is reported and how it can affect...
4 Ways Healthcare Costs Will Impact Generational Wealth
Karen Doyle, Yahoo! Finance, March 16, 2024 Much has been made of the transfer of wealth that is expected when the baby boomers pass their wealth on to their children. According to Cerulli and Associates, the silent generation (the one before the baby boomers) and...
Tax Benefits of Hiring Your Kids Plus IRS Rules to Follow
Hiring your child can potentially lower your tax bill and help kids develop skills, but there are some rules you need to know — and follow. By Kelley R Taylor, Kiplinger.com It can be frustrating when your children complain about having nothing to do — especially...
You can’t escape taxes even in death. What to know about estate and inheritance taxes.
By Modora Lee, USA TodayNothing in this world is certain but death and taxes, Benjamin Franklin said. But even death can't bring relief from taxes. Yes, death can be a tax-triggering event. And there are two you should be aware of: the estate tax and inheritance...
How to Overcome Identity Loss in Retirement
By Jacob Schroeder, Kiplinger.com It's not unusual to mourn the person you were before retirement. After leaving the highest office in the land, former President Ulysses S. Grant found himself grappling with the challenges of adjusting to civilian life. As he candidly...
Stock Market Performance in Presidential Election Years
by Dana Anspach, The Balance, March 2022 Do presidential elections influence the stock market? On one hand, the stock market is indeed cyclical, making it possible for investors to look to history to observe trends and make predictions. On the other, you can't always...
Want to retire early? Make these 5 moves in 2024
By Tim Maxwell, Money Watch As 2023 comes to a close, many Americans are turning their attention to 2024 and contemplating resolutions for the new year. Many focus on financial resolutions. as people seek to earn more or create breathing room in their budget. For...
Taxes in Retirement: How all 50 States Tax Retirees
By Katelyn Washington, Kiplinger - If you are considering moving to a different state, it's a good idea to investigate how each state handles taxes on retirement income before you decide. Even within states, taxes can differ for each type of retirement income. This...
8 Everyday Tips for Health & Longevity
Your health is your most valuable asset. Prioritizing it can do more than just help you live longer — it can positively impact your quality of life, bolster your vitality, and allow you to accomplish more with the time you’re given. This involves incorporating smart...
Time to Update Your Estate & Giving Plans?
Gift & Estate Tax Limits Are Slated to Shrink in 2026. Here’s What You Need to Know. For families with significant assets to account for in their estate plans, understanding how those assets are treated for tax purposes is essential to ensuring their estates pass...
Which Retirement Account is Right for You?
The retirement landscape has shifted in the United States. Gone are the days of the defined-benefit pension plan that saw employees rewarded for their many years of loyal service with a steady stream of checks in retirement. Now, the responsibility of saving for...
Is it Time for a Portfolio Check-Up?
Despite a sense of cautious optimism coming out of the pandemic-induced lockdowns, the year 2022 has thusfar been characterized by economic uncertainty. Investors of all kinds continue to wrestle with the effects of decades-high inflation, rising borrowing costs, and...
Leaving a Job? Consider These Options for Your 401(k)
Job-hopping has increasingly become a trend in recent years. The so-called “Great Resignation” that was precipitated by the Covid-19 pandemic has led an unprecedented number of employees to leave their jobs in search of greener pastures. Despite threats of a possible...
Roth Conversion Guide
As the Baby Boomer and Gen X generations reach retirement age, many are taking another look at their retirement savings plans hoping to identify opportunities for tax reductions. For those with tax-deferred plans like traditional IRAs and 401(k)s, Roth conversion has...
Planning for Your Retirement, and for a Child’s Special Needs, All at Once
by Martha C. White, August 27, 2022, New York Times People with children who cannot support themselves need to think well past their own lifetime and figure out how to provide for children after they are gone. Rachel Nagler, 39, has worked part time since she was 22,...
APEX Asset Advisors
Always Ascending.
We guide our clients on their financial journeys by making well-researched, solid financial decisions that create financial freedom while allowing space for bringing dreams to life. APEX Asset Advisors provides investment management, financial planning, wealth management, tax planning and estate planning, and is located in Hot Springs, Arkansas.
© 2024 All Rights Reserved
Disclosures
APEX Asset Advisors is an investment adviser located in Hot Springs, AR. This website should not be construed as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the internet. Advisory services offered through Sowell Management, a Registered Investment Advisor. Additional information about Sowell Management (CRD# 127145/SEC# 801-63991) is available on the SEC’s website at www.adviserinfo.sec.gov or FINRA’s BrokerCheck at https://brokercheck.finra.org/.
Contact Us
501.651.1827 (Business)
501.622.7200 (Mobile)
307B Carpenter Dam Rd.
Hot Springs, AR 71901
