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.
What to do with the Vacation Money COVID-19 Kept You from Spending
From the desk of Tim Poole What to do with the Vacation Money Covid-19 Kept you from Spending If you had planned a vacation for this summer and were not able to go because of travel restrictions due to the Coronavirus, undoubtedly you are disappointed. If there was...
Financial Planners See More New Clients Due to Pandemic
Hot Springs-based Wealth Manager Says Now is the Time to Seek Advice Tim Poole, the principal with Hot Springs, Arkansas-based APEX Asset Advisors, said concern related to the economy during the Coronavirus has an influx of people turning to the expert advice of...
Lessons I Learned from my Father
So how do you create and follow financial priorities and goals? Maybe take a few lessons from the past. There are three rules that I learned growing up from the finest teacher I know – my Dad – that have made this task easier throughout my life, and they still apply today. I’m sharing them in hopes that they will inspire others. Of course, the dedication to follow them is the important part. And that’s not easy, but it can truly help make your money – and your life – count.
Hot Springs Native Launches Local Financial Advisory Firm
Tim Poole, a native of Hot Springs, Arkansas, with almost two decades of experience in the financial planning industry, today announced the formation of an independent firm – APEX Asset Advisors, which will be based in his home town. Poole said APEX will offer an...
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/.