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.
Deciding the Best Time to Retire
By Devin Partida, August 26, 2022, Entrepreneur Choosing when to retire is one of the most important decisions you'll ever make. People typically do so when they're older, but not every retiree is considered a senior citizen. As a result, some people retire earlier...
This Is How Much $2 Million Makes Monthly
By Eric Reed, August 26, 2022, Yahoo Finance For older Americans, living off the interest and returns of your retirement account is how retirement is structured. The goal is that by the time you hit your late 60s you will ideally have enough saved up to coast...
How the SECURE Act May Impact Your Estate Plan
After establishing an estate plan, it is essential to regularly review it in its entirety to ensure that your will or trust still aligns with your long-term goals and expectations. While this can be done on an annual or quarterly basis, it is also important to return...
How Your Emerging Business Can Benefit From a Financial Advisor
As a business owner, you wear several different hats throughout the day. From overseeing day-to-day operations to growing your team, more long-term considerations–managing the business's cash flow, complying with tax requirements, planning your own retirement,...
The Impact of Taxes on Retirement Income
Understand the Potential Impact Taxes Can Have on Your Retirement Income If you're nearing retirement or already retired, it’s important to understand how taxes (including recent changes to them) impact your retirement income, as it may be possible for you to pay less...
What is the Value of Your Business?
In the second quarter of 2021, more than 2,000 small businesses were sold. The median sale price was roughly $320,000, up 12% from the same time last year.1 How much is your small business worth? As a business owner, ascertaining the value of your business is...
Succeeding at Business Succession
Are you a small business owner who is thinking about succession planning? Good for you, because many haven’t. Here are a few tips on how to succeed at succession planning. According to the Conway Center for Family Business, family businesses account for 64% of the...
What Is a Roth 401(k)?
What’s a Roth IRA? We get asked this a lot. This article answers that question in an easy-to-understand way. If you have more questions, we’re here to answer them. While many people are familiar with the benefits of traditional 401(k) plans, others are not as...
Does Your Portfolio Fit Your Retirement Lifestyle?
Does your financial portfolio meet your retirement lifestyle? As a retiree, how you choose to live in retirement may be an additional factor to consider when building your portfolio. Most portfolios are constructed based on an individual's investment objective, risk...
Making a Charitable Contribution
A gifting strategy is one component to reducing income taxes and can be part of a well-crafted financial plan. Gifting cash or other assets to an organization is a wonderful opportunity. But keep in mind that tax rules are constantly being adjusted, so you may...
What Do Your Taxes Pay For?
Taxes are one of the biggest budget items for most taxpayers, yet many have no idea what they’re getting for their money. Here’s a brief breakdown that explains how the Federal Government spends our tax money. In 2017, as in recent years, Americans spent more on...
Five Most Overlooked Tax Deductions
It’s not just cash that is tax-deductible. Goods as well as use of your personal car for charitable work are also potential tax deductions. Read on for the top five most overlooked tax deductions. Are you gearing up for tax time? Who among us wants to pay the IRS more...
Insuring Your Business Against Cyber Liability
Ninety percent of small businesses in the U.S. don't protect their data from cyber-attacks. Is your business at risk? Read the article
Investment Challenges of the Affluent Investor
Affluent people can have unique challenges when it comes to investing. Do you face one of the issues common among those with wealth? Apex can help you plan and coordinate. Read the article
Thinking of Retiring Abroad?
Thinking of retiring abroad? A lot of folks do, but there’s much to consider. Read the article
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.
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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
