by APEX Financial Group | Feb 17, 2023 | Weekly
Weekly Market Insights: Inflation Cools, Stocks Warm Up Presented by Apex Financial Group/Mount Vernon Investment Stocks rallied last week thanks to fresh confirmation of inflation’s cooling trend and growing optimism that an inflation slowdown may provide the Fed...
by APEX Financial Group | Feb 17, 2023 | Weekly
New Year’s Rally In Reply To Positive Economic News Presented by Apex Financial Group/Mount Vernon Investment A strong Friday rally triggered by fresh signs of moderating inflation pushed stocks into positive territory to begin the new year. The Dow Jones...
by APEX Financial Group | Dec 29, 2022 | Articles
Most portfolios are constructed based on an individual’s investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, most investors can feel confident that they own a well-diversified...
by APEX Financial Group | Dec 22, 2022 | Articles
A Momentous Milestone! Congratulations on your 72nd birthday! If so, it’s time to start drawing down on some of your retirement accounts. If you don’t, Uncle Sam may help himself to some of your hard-saved funds. However, there are some exceptions. As always,...
by APEX Financial Group | Dec 15, 2022 | Articles
A recent survey found that 28% of workers are very confident about having enough money to live comfortably through their retirement years. At the same time, 27% are not confident.1 In 2001 congress passed a law that can help older workers make up for lost time. But...
