Financial Planning
2021: Market Review and Thoughts on Market Volatility
A 2021 stock market review as well as thoughts on recent market volatility, the role of our emotions in investing, and the benefits that time can provide to investors.
A 2021 stock market review as well as thoughts on recent market volatility, the role of our emotions in investing, and the benefits that time can provide to investors.
Articles discussing: Retirement goals, electric cars, wasting money, caring about what others say, and pundits.
Some holiday tips and suggestions for you. At year-end, consider experiences over things. Plus, some tips to help you avoid scams and credit card fraud.
What are the advantages of a Health Savings Account? Should you use your HSA to fund current expenses, or save it for the future? Try saving it.
Managing your finances can be challenging even for financial advisors. But difficulties can be overcome, too. My personal story is part of what drives me to help others manage their personal finances.
Managing family finances and putting together a financial plan should include the input of both members of a couple. Work together. It’s important.
At Apprise, we believe it is an honor to work with clients and help them plan for and manage their financial future. We believe in stewardship of wealth and fully embrace our duty to always put our clients’ interests ahead of our own.