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 2, 2023 | Articles
KEY POINTS Fed minutes released Wednesday indicated that officials are prepared to move ahead with multiple 50 basis points interest rate increases. In addition, the Federal Open Market Committee said policy may have to move past “neutral” and into “restrictive”...
by APEX Financial Group | Feb 23, 2023 | Articles
NEW YORK, Dec 8 (Reuters) – A breathtaking surge in the U.S. dollar trampled foreign currencies, gouged corporate profits and gave investors one of the year’s few winning trades. Though the greenback has stumbled in recent weeks, recession worries may keep it...
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,...
