by APEX Financial Group | Mar 30, 2023 | Articles
APEX Financial Group 3720 Queen Court Southwest, Suite 6 | Cedar Rapids, Iowa 52404 | Office: 319-390-2903 | Text: 319-900-5206 | Get Directions | Book Online 204 Glenn St SE Ste. 2 | Mount Vernon, IA 52314 | Office: 319-895-1240 | Get Directions 206 1st ST SW | Mount...
by APEX Financial Group | Mar 27, 2023 | Weekly
Mixed Message Provokes Volatility Presented by APEX Financial Group/Mount Vernon Investment Modest gains in major market indices masked sharp volatility amid the uncertainty arising from mixed messages emanating from public officials and revived banking fears. The Dow...
by APEX Financial Group | Mar 27, 2023 | Articles
Employer-issued stocks can be one attractive benefit an employer can offer. But while it has its benefits, it’s natural to wonder what happens if you leave that job. That’s where net unrealized appreciation (NUA) strategies can sometimes be helpful. An...
by APEX Financial Group | Mar 23, 2023 | Articles
This video discusses issues related to your retirement accounts when you move on from your job. Play video here APEX Financial Group 3720 Queen Court Southwest, Suite 6 | Cedar Rapids, Iowa 52404 | Office: 319-390-2903 | Text: 319-900-5206 | Get Directions | Book...
by APEX Financial Group | Mar 20, 2023 | Weekly
Markets Cautious After Banking Woes; Awaiting Fed Reaction Presented by APEX Financial Group/Mount Vernon Investment Amid the reverberations of two U.S. banks being taken over by regulators and the spread of uncertainty to European banks, stocks trended higher last...
