AS SEEN ON
Ventura County Star, June 28, 2009
Russell Fox, managing director at Apex Wealth Management Group, offers his expertise in a byline written for the Ventura County Star. Fox lends his expertise to re-evaluating your home and its place in your retirement. He explains how a home’s value should play into one’s retirement plans has changed with the painful retribution delivered by the housing meltdown.
The New York Times, June 26, 2009
Walecia Konrad of The New York Times quotes Russell Fox, managing director at Apex Wealth Management Group, on pressing long-term care insurance issues. Fox offers that consumers must be careful when preparing to choose a long-term care provider and to evaluate their policy thoroughly. “There are still some policies out there that exclude far more than they cover,” says Fox.
Bankrate.com, June 26, 2009
Christina Couch of Bankrate.com quotes Craig Skeels, managing director at Apex Wealth Management Group, on seven ways to avoid tapping retirement accounts. Skeels advises borrowers to start a personal loan hunt with banks, credit card companies and credit unions with which they have an established relationship before tapping a 401(k). "The problem with 401(k) loans is that taking money out of a long-term account reduces its growth potential," says Skeels.
Financial Advisor Magazine, June 16, 2009
Craig Skeels, managing director at Apex Wealth Management Group, offers his expertise in a byline piece written for Financial Advisor Magazine. Skeels discusses the costs of divorce and financial dilemmas divorcees are met with. He explains the financial speed bumps many meet concerning retirement accounts, real estate, insurance, income taxes and cash flow.
Bankrate.com, June 8, 2009
Steve Santiago of Bankrate.com quotes Craig Skeels, managing director at Apex Wealth Management Group, on tips for living with boomerang kids. Skeels discusses tips such as if you decide to lend your child money, set up a payment plan and insist that the money be paid back. "If it's not paid back, don't loan in the future, just like a bank wouldn't," says Skeels.
Ventura County Star, May 17, 2009
Craig Skeels, managing director at Apex Wealth Management Group, contributes his expertise in a byline piece written for the Ventura County Star. Skeels offers advice to investors to plan ahead for the possible loss of a partner. He explains while surviving spouses are dealing with the emotional effects, their finances could also be taking a hit, so it’s best to plan ahead.
Financial Advisor Magazine, April 7, 2009
Russell Fox, managing director at Apex Wealth Management Group, offers his expertise in a byline written for Financial Advisor. Fox offers insight to steps for ‘suddenly single’ investors to get their finances on track after the unfortunate passing of a spouse. He comments that assessing income changes, planning a new budget and addressing future goals is key to financial planning for a ‘suddenly single’ investor.
Kiplinger's Retirement Report, April Issue
Rachel Sheedy of Kiplinger’s Retirement Report quotes Craig Skeels managing director at Apex Wealth Management Group, on the impact of work on retiree benefits. Skeels offers that it’s important to have a good assessment of the net impact of work. “With a defined-contribution plan, it is a nice opportunity to add additional dollars on a tax-deferred basis,” says Skeels.
Yahoo! Finance, Mar. 6, 2009
James Pethokoukis of U.S. News & World Report contributes an interview to Yahoo! Finance that quotes Russell Fox, managing director at Apex Wealth Management Group, on how to handle your finances if there's a depression. Fox comments that you should raise 401(k) contributions to take advantage of the market's current prices. "Generally someone who's 40 doesn't have the largest nest egg they'll ever have, so they're not in a situation where preservation is the top priority,” says Fox.
Financial Advisor, Feb. 26, 2009
Craig Skeels, managing director at Apex Wealth Management Group, lends his expert insight in a byline written for Financial Advisor. Skeels explains common traps that investors should avoid in the current market. He offers his advice on guiding the direction of client conversations away from market predictions.
CNBC “Power Lunch,” Feb. 23, 2009
CNBC hosts Sue Herera and Michelle Caruso-Cabrera discuss investors’ options to rebuild their retirement income portfolios with Craig Skeels, managing director at Apex Wealth Management Group. Skeels comments that there are opportunities in investment grade corporate bonds that present attractive yields due to their current pricing.
ReadingEagle.com, Feb. 3, 2009
ReadingEagle.com picks up an article by Nancy Trejos of The Washington Post that features Craig Skeels, managing director at Apex Wealth Management Group, on reassessing your finances in the current market. Skeels offers investors should sit down and decide what their short- and long-term financial goals are and then prioritize them. “For most people, the most important long-term goal is getting to a point where they can retire successfully," says Skeels.
The Washington Post, Feb. 1, 2009
Nancy Trejos of The Washington Post features insight from Craig Skeels, managing director at Apex Wealth Management Group, on reassessing your finances in the current market. Skeels offers investors should sit down and decide what their short- and long-term financial goals are and then prioritize them. “For most people, the most important long-term goal is getting to a point where they can retire successfully," says Skeels.
CNBC "Power Lunch," Jan. 30, 2009
CNBC host Rebecca Jarvis discusses investing in the current market with Russell Fox, managing director at Apex Wealth Management Group. Fox offers that it is going to be a challenging year, but opportunities still exist. Fox suggests looking for opportunities in the healthcare and consumer staples sectors, emphasizing the positive impact of demographics on these particular sector groups.
The Christian Science Monitor, Jan. 12, 2009
Martin Skala of The Christian Science Monitor quotes Craig Skeels, managing director at Apex Wealth Management Group, on the possible market recovery. Skeels comments that investors should reassess their asset-allocation strategies and investment goals. "For many retirees, a conservative asset allocation of no more than 20 percent to 40 percent in dividend-paying stocks lowers volatility and allows you to sleep better at night," says Skeels.