Richard Volpe Named an ACCREDITED ESTATE PLANNER® Designee

by the National Association of Estate Planners & Councils on April 9, 2020 Cleveland, Ohio – Rick became certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC).  The Accredited Estate Planner® (AEP®) designation is a graduate level, multi-disciplinary specialization in estate planning, obtained in addition to already recognized professional credentials within … Read More

APS’ View of the Horizon

April 7, 2020 The 17th century English theologian and historian Thomas Fuller is credited as the first person to use this statement in print. It is found in Book 3 of his religious travelogue A Pisgah-sight of Palestine and the Confines Thereof, published in 1650.  I feel the reality of these words is particularly appropriate for our circumstances today. On … Read More

Holding the Helm

March 27, 2020 “Anyone can hold the helm when the sea is calm.”   The 1st century BC Latin writer Publilius Syrus is credited with this statement.   Publilius, a contemporary of Cicero and a favorite of Julius Caesar, is also credited with the well-known statement “A rolling stone gathers no moss.” The “sea” has been anything but calm for these past … Read More

APS Physically Closed, Virtually Open

March 20, 2020 On March 19, 2020, Pennsylvania’s Governor Tom Wolf mandated the closure of the physical location of all “non-life sustaining” businesses due to the spread of COVID-19.  APS’ advisory and client service staff have the ability to work remotely from home.  Therefore, other than the fact that our physical office is closed, our virtual office is fully operational … Read More

Corona Bear

March 12, 2020 As you are aware, yesterday the World Health Organization declared the coronavirus outbreak a pandemic.  This has jolted the stock market bear out of its 11-year hibernation.  As I write this, the S&P 500 is now down 25% from its all-time high that was set on February 19.  As we have shared at several WorldWatch programs, a … Read More

Thank You!

We sincerely thank all of those who have trusted us by referring their Merck colleagues to us over the past 35 years.  We have recently been blessed with more referrals than we can manage well, so we have no choice but to announce that we will be closed to new clients for the foreseeable future as we offer to serve … Read More

Erik Morris Appointed Chief Operating Officer of APS

March 3, 2020 APS is pleased to announce that Erik Morris, Chief Compliance Officer and Director of Operations, has been appointed Chief Operating Officer, a new position within APS. Erik will continue to report to Rick Volpe, President and Founder of APS. “Since joining the firm in March 2016, Erik has skillfully directed the Operations Department and leveraged our new … Read More

Anthony Scardelletti Joins APS

Anthony Scardelletti joined APS in January 2020 as a Wealth Management Operations Analyst on the Operations Team. Anthony is a 2018 graduate of James Madison University, where he received a Bachelor of Business Administration in Finance. Prior to joining APS, Anthony completed internships with Forte Capitol Group and Northwestern Mutual.  Most recently, and upon graduation from James Madison University, Anthony … Read More

Jordan Shaw Completes First Marathon!

On October 6th of 2019, Jordan Shaw competed in his first marathon. Located in his hometown of Corning NY, the Guthrie Wineglass Marathon saw around 3,000 participants come out to enjoy the beautiful fall scenery. Jordan, who ran the entire race alongside his father, thoroughly enjoyed the challenge and plans to run many more.