- Details
- Written by: Robin
- Category: Articles
- Hits: 375
Please click on the links below to view our Quarterly Investment Review and Outlook. Please feel free to forward this to your friends, family and colleagues who might be interested in these topics. You will need to have Adobe Acrobat® Reader software installed. To download this free program, click the link below.
Q4 2013 - Market Commentary
Stock markets continued their impressive climb during the final quarter of 2013, with the large-cap Standard & Poor’s 500 Index rising 10.5% during the 4th quarter, up 32% for the entire year, recording its best annual performance since 1997.
Q3 2013 - Market Commentary
Stock markets showed strong gains during the 3rd quarter of 2013, as the large-cap Standard & Poor's 500 Index rose 5.2%, increasing its year-to-date return to 19.8%.
Q2 2013 - Market Commentary
U.S. stocks dropped during the month of June but still ended the quarter in positive territory with the benchmark Standard and Poor’s (S&P) 500 Index gaining 2.9% for the second quarter of 2013.
Q1 2013 - Market Commentary
The U.S. stock market climbed sharply during the first quarter of 2013. The Standard & Poor’s (S&P) 500 Index, a broad-based large-cap benchmark, increased 10.6% and the Russell 2000, a small-cap benchmark, gained a robust 12.6%.
Q4 2012 - Market Commentary
Stock markets had a good year in 2012. Although the broad market Standard & Poor’s 500 Index slid by 0.4% during the fourth quarter, it ended up 16.0% higher for the year, achieving a level first reached 13 years ago.
- Details
- Written by: Robin
- Category: Articles
- Hits: 1069
Wealth management shouldn’t be intimidating or confusing. We keep abreast of trends that affect your financial planning goals and we want to make it easy and convenient for you to do the same. At Apex we post topical articles, Website links and media clips on our site that we think might be of particular interest to you.
To read articles that may interest you, just click on the following links. You will need to have Adobe Acrobat® Reader software installed. To download this free program, click the link below.
Insurance: Are You Really Covered?
If you own a home or rent one, if you keep anything of value inside your home, if you drive a car, if you have a spouse and/or a family you want to protect financially in case you die, and you or anyone else in the family need healthcare, if you have a job you can’t afford to lose, then you need insurance. read more...
When It Comes to Saving Money, the Future is Now
There are plenty of reasons people prioritize spending over saving. Saving for the future can be gratifying in its own right, though, because it puts a person that much closer to fulfilling their goals and realizing their dreams. read more...
Taxes 101: What You Know May Impact What You Owe
If taxes are indeed inevitable, how do we make the best of our status as taxpayers? It starts with understanding the basics. read more...
For more information and/or to receive a copy of our ADV, please contact us.
- Details
- Written by: Robin
- Category: Articles
- Hits: 1127
The media has reached out to the principal financial advisors at Apex for stories on a number of financial topics. If you would like to read these articles please click below.
You will need to have Adobe Acrobat® Reader software installed. To download this free program, click the link below.
ETF.com April 21, 2023
Can Texas Ride Its State-Based ETF to Success? "If any state-based ETF is able to survive, I believe Texas would be at the top of the list. There is immense state pride within Texas,” said financial advisor Robin Giles of Katy, Texas.
Investment News June 2017
10 surprising summer jobs advisers have had — and what they learned from them
“My manager was a high school economics teacher who loved to talk about investing. I learned a lot from him over the three summers I worked for him. Instead of blowing my earnings on college spring break trips I ended up investing my life savings at the time, which was $3,000.”
Financial Planning Invested in Advisors February 2011
Women Advisors: The Future Begins Now
“I want to do it, not just sell it.” - Robin Giles, Certified Financial PlannerTM
Money Magazine November 2007
Unsolicited Advice for In-the-Red Newlyweds
This How I Met Your Mother duo needs to get on track.
Parents MagazineMay 2007
Budget Blunders
Many busy young parents get careless about family finances and make serious money mistakes. Here's how to make sure that doesn't happen to you.
Senior Life December 2006
Money Matters - Financial Forecast
If you’re like me, looking at economic data and listening to economists can send your head into a bi-polar spin.
San Diego Union-Tribune July 2006
After a divorce, taking on more debt
Does it make financial sense to keep her condo?
For more information and/or to receive a copy of our ADV, please contact us.