https://www.theapexadvisor.com/blog daily 1.0 2020-07-08 https://images.squarespace-cdn.com/content/v1/5c004e540dbda345c02659bc/1543543410541-YWK3IVNHSFQUDEAKY55F/JPD+Blog+Cover+Photo.jpg The Apex Advisor https://www.theapexadvisor.com/blog/2020/6/24/irs-releases-rmd-reversal-guidance-for-2020 monthly 0.5 2020-06-24 https://www.theapexadvisor.com/blog/2020/4/24/turbo-charging-your-savings-plan monthly 0.5 2020-04-28 https://images.squarespace-cdn.com/content/v1/5c004e540dbda345c02659bc/1587756397875-8C0ZNIXSQGEDJJLTD7JL/Capture.PNG The Apex Advisor - Turbo Charge Your Savings Plan Source: Yahoo Finance. Portfolio values based on S&P 500 closing price on the first of each month from 10/1/2007 through 5/1/2013. Portfolio A represents 647 shares, or an initial investment on 10/1/2007 of $100,000. Portfolio B represents 647 shares on 10/1/2007, an initial investment of $100,000, and $1,000 contributions at the index closing price on the 1st of each month beginning 10/1/2007. Illustration does not include dividends. Past performance does not guarantee or indicate future results. Index performance is for illustrative purposes only. You cannot invest directly in the index. https://www.theapexadvisor.com/blog/2020/4/16/you-cant-win-a-race-by-putting-it-in-reverse monthly 0.5 2020-04-16 https://images.squarespace-cdn.com/content/v1/5c004e540dbda345c02659bc/1587054972477-JVRFEFDBWF0OX5LMC0I3/Capture.PNG The Apex Advisor - You Can't Win a Race by Going Backwards Source: J.P. Morgan Asset Management. For illustrative purposes only. Hypothetical portfolio is assumed to be invested 60% in the S&P 500 and 40% in the Barclays Capital U.S. Aggregate Index from 1979 to 2019. Starting salary of $30,000 increasing by 2.0% each year. https://images.squarespace-cdn.com/content/v1/5c004e540dbda345c02659bc/1587060995639-64C01JR81FDQK906M2F7/Capture2.PNG The Apex Advisor - You Can't Win a Race by Going Backwards Source: BlackRock. Data from Morningstar as of 12/31/19. Stock market represented by S&P 500. Stocks PR Index. Principal return only, dividends not included. Past performance does not guarantee or indicate future results. Index performance is for illustrative purposes only. You cannot invest directly in the index. https://www.theapexadvisor.com/blog/2020/4/14/managing-cash-in-a-crisis monthly 0.5 2020-04-14 https://images.squarespace-cdn.com/content/v1/5c004e540dbda345c02659bc/1586878199458-5C6EFNTNXQ4HS6GZXM78/returns.png The Apex Advisor - Managing Cash in a Crisis Source: Blackrock https://www.theapexadvisor.com/blog/2019/1/28/the-shut-down-is-over-for-now-and-we-lived monthly 0.5 2019-01-28 https://images.squarespace-cdn.com/content/v1/5c004e540dbda345c02659bc/1548711866459-M9H29Y9BXC706WM8CSQ6/big.gif The Apex Advisor - The Shut Down is Over (For Now) and We Lived Source: bigcharts.com https://www.theapexadvisor.com/blog/2019/1/18/chicago-booth-economic-outlook-lunch-with-giants monthly 0.5 2019-01-18 https://www.theapexadvisor.com/blog/2018/12/21/government monthly 0.5 2018-12-21 https://images.squarespace-cdn.com/content/v1/5c004e540dbda345c02659bc/1545405785034-GYPE76FVI4N2EP368902/Stocks-Tend-to-Ignore-Shutdowns.jpg The Apex Advisor - Can We Live With A Government Shut Down? We Have Before... https://www.theapexadvisor.com/blog/2018/12/6/dont-overdrive-the-car monthly 0.5 2020-04-29 https://images.squarespace-cdn.com/content/v1/5c004e540dbda345c02659bc/1544561004672-T2T42Q9RELXR6HAVOY4G/AAgU.gif The Apex Advisor - Don't Over-Drive the Car https://images.squarespace-cdn.com/content/v1/5c004e540dbda345c02659bc/1544563588135-AQ2U3PKIZXP91CRUWF66/Capture.GIF The Apex Advisor - Don't Over-Drive the Car Source: Barclays, Bloomberg, FactSet, MSCI, NAREIT, Russell, Standard & Poor’s, J.P. Morgan Asset Management. Large cap: S&P 500, Small cap: Russell 2000, EM Equity: MSCI EME, DM Equity: MSCI EAFE, Comdty: Bloomberg Commodity Index, High Yield: Bloomberg Barclays Global HY Index, Fixed Income: Bloomberg Barclays US Aggregate, REITs: NAREIT Equity REIT Index. The “Asset Allocation” portfolio assumes the following weights: 25% in the S&P 500, 10% in the Russell 2000, 15% in the MSCI EAFE, 5% in the MSCI EME, 25% in the Bloomberg Barclays US Aggregate, 5% in the Bloomberg Barclays 1-3m Treasury, 5% in the Bloomberg Barclays Global High Yield Index, 5% in the Bloomberg Commodity Index and 5% in the NAREIT Equity REIT Index. Balanced portfolio assumes annual rebalancing. Annualized (Ann.) return and volatility (Vol.) represents period of 12/31/02 – 12/31/17. Please see disclosure page at end for index definitions. All data represents total return for stated period. Past performance is not indicative of future returns. Guide to the Markets – U.S. Data are as of September 30, 2018. https://www.theapexadvisor.com/blog/2018/12/3/driving-on-ice monthly 0.5 2018-12-06 https://images.squarespace-cdn.com/content/v1/5c004e540dbda345c02659bc/1544046576310-30M29UJ1UKLYGWQNHM5P/giphy.gif The Apex Advisor - Driving on Ice https://images.squarespace-cdn.com/content/v1/5c004e540dbda345c02659bc/1544047715998-02R4X3OZ9BEIB41UTI3Y/understeer-oversteer+%281%29.gif The Apex Advisor - Driving on Ice https://www.theapexadvisor.com/blog/2018/11/30/tis-better-to-give-than-receive-why-not-both monthly 0.5 2018-12-01 https://www.theapexadvisor.com/blog/2018/11/30/beneficiary-designationsdo-your-family-a-favor monthly 0.5 2018-12-01 https://www.theapexadvisor.com/blog/2018/11/30/use-caution-before-purchasing-real-estate-in-an-ira monthly 0.5 2018-12-01 https://www.theapexadvisor.com/blog/2018/11/30/demystifying-required-minimum-distributions monthly 0.5 2018-12-01 https://www.theapexadvisor.com/blog/2018/11/30/be-careful-with-mlp-taxes-especially-in-iras monthly 0.5 2018-12-01 https://www.theapexadvisor.com/blog/category/retirement+planning monthly 0.5 https://www.theapexadvisor.com/blog/tag/Government+Shut+Down monthly 0.5 https://www.theapexadvisor.com/blog/tag/401%28k%29 monthly 0.5 https://www.theapexadvisor.com/blog/tag/Asset+Allocation monthly 0.5 https://www.theapexadvisor.com/blog/tag/S%26P500 monthly 0.5 https://www.theapexadvisor.com/blog/tag/savings+plan monthly 0.5 https://www.theapexadvisor.com/blog/tag/retirement monthly 0.5 https://www.theapexadvisor.com/blog/tag/dollar+cost+averaging monthly 0.5 https://www.theapexadvisor.com/blog/tag/Qualified+Charitable+Distributions monthly 0.5 https://www.theapexadvisor.com/blog/tag/MLP monthly 0.5 https://www.theapexadvisor.com/blog/tag/COVID-19 monthly 0.5 https://www.theapexadvisor.com/blog/tag/CBO monthly 0.5 https://www.theapexadvisor.com/blog/tag/saving+plan monthly 0.5 https://www.theapexadvisor.com/blog/tag/GDP monthly 0.5 https://www.theapexadvisor.com/blog/tag/portfolio monthly 0.5 https://www.theapexadvisor.com/blog/tag/portfolio+management monthly 0.5 https://www.theapexadvisor.com/blog/tag/investing monthly 0.5 https://www.theapexadvisor.com/blog/tag/cash monthly 0.5 https://www.theapexadvisor.com/blog/tag/Required+Minimum+Distribution monthly 0.5 https://www.theapexadvisor.com/blog/tag/Retirement monthly 0.5 https://www.theapexadvisor.com/blog/tag/SECURE+Act monthly 0.5 https://www.theapexadvisor.com/blog/tag/Investing monthly 0.5 https://www.theapexadvisor.com/blog/tag/Portfolio monthly 0.5 https://www.theapexadvisor.com/blog/tag/cash+management monthly 0.5 https://www.theapexadvisor.com/blog/tag/RMD monthly 0.5 https://www.theapexadvisor.com/blog/tag/understeer monthly 0.5 https://www.theapexadvisor.com/blog/tag/Charitable+Giving monthly 0.5 https://www.theapexadvisor.com/blog/tag/Real+Estate monthly 0.5 https://www.theapexadvisor.com/blog/tag/IRA monthly 0.5 https://www.theapexadvisor.com/blog/tag/strategy monthly 0.5 https://www.theapexadvisor.com/blog/tag/Beneficiary monthly 0.5 https://www.theapexadvisor.com/blog/tag/Asset+Classes monthly 0.5 https://www.theapexadvisor.com/blog/tag/bear+markets monthly 0.5 https://www.theapexadvisor.com/about daily 0.75 2018-12-06 https://images.squarespace-cdn.com/content/v1/5c004e540dbda345c02659bc/1543631885858-VD5I700ILYGXCWURTCVR/JPD+Blog+Cover+Photo.jpg About https://www.theapexadvisor.com/contact daily 0.75 2018-12-12 https://images.squarespace-cdn.com/content/v1/5c004e540dbda345c02659bc/1543631927302-C9ZSDICYX9YI8DWHIWFF/JPD+Blog+Cover+Photo.jpg Contact https://www.theapexadvisor.com/disclaimer daily 0.75 2018-12-01 https://images.squarespace-cdn.com/content/v1/5c004e540dbda345c02659bc/1543637288339-LT7N8V3KJD9CZ2S6U248/JPD+Blog+Cover+Photo.jpg Disclaimer https://www.theapexadvisor.com/the-attic-loft-five daily 0.75 2025-05-09 https://images.squarespace-cdn.com/content/v1/56cb3cba59827e93fe59b7ff/1456937229408-PFHO8CF49BYS1GPGUI5H/attic-loft-JessieWebster_Squarespace_22.jpg The Attic Loft https://images.squarespace-cdn.com/content/v1/56cb3cba59827e93fe59b7ff/1456937229412-NGC75K2ICUXK59PW4PC8/attic-loft-JessieWebster_Lifestyle_36.jpg The Attic Loft https://images.squarespace-cdn.com/content/v1/56cb3cba59827e93fe59b7ff/1458684575682-ZNSK0117IOTP3M210GPK/attic-loft-JessieWebster_Treehouse_20.jpg The Attic Loft https://images.squarespace-cdn.com/content/v1/56cb3cba59827e93fe59b7ff/1458684575685-I6GF3JGFRWZ25ZOWZHMX/attic-loft-JessieWebster_Squarespace_01.jpg The Attic Loft https://images.squarespace-cdn.com/content/v1/56cb3cba59827e93fe59b7ff/1458685925146-28SMIJZTBO0BDCAIU98N/header-attic-loft-JessieWebster_Lifestyle_36.jpg The Attic Loft https://www.theapexadvisor.com/the-country-annex-five daily 0.75 2025-05-09 https://images.squarespace-cdn.com/content/v1/56cb3cba59827e93fe59b7ff/1456937274627-8HS6L62QCH6MS4KRMYQ0/country-annex-JessieWebster_Squarespace_09.jpg The Country Annex https://images.squarespace-cdn.com/content/v1/56cb3cba59827e93fe59b7ff/1456937273847-DIQTMBHD7SRYHA5GJTB8/country-annex-JessieWebster_Squarespace_11.jpg The Country Annex https://images.squarespace-cdn.com/content/v1/56cb3cba59827e93fe59b7ff/1456937274876-E4KH0A0RU8ZNENBCRN9S/country-annex-JessieWebster_Squarespace_17.jpg The Country Annex https://images.squarespace-cdn.com/content/v1/56cb3cba59827e93fe59b7ff/1456937275585-G1ZZHNNXWC3V9KR313P7/country-annex-JessieWebster_Squarespace_19.jpg The Country Annex https://images.squarespace-cdn.com/content/v1/56cb3cba59827e93fe59b7ff/1458686673103-AZIBMVIE3RRIK3KNPO0V/header-country-annex-JessieWebster_Squarespace_09.jpg The Country Annex