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News

five favorite reads june 19

June 20, 2022

Apprise’s Five Favorite Reads for the Week of June 19, 2022

I’d like to send belated “Happy Father’s Day” wishes to all the dads reading this week’s blog. As the father of four great kids, I feel very

Category iconFavorite Reads,  Financial Planning,  Retirement Planning,  Tips and Suggestions

challenges women face

June 13, 2022

Overcoming Financial Challenges Women Face

When it comes to personal finances, there are many challenges women face that their male counterparts don’t. This shouldn’t be a surprise. Most men

Category iconFinancial Topics for Women

fast moving rollercoaster-nine suggestions to help you stay sane in a volatile market

June 7, 2022

Nine Suggestions to Help You Stay Sane in a Volatile Market

The following letter was sent to clients earlier this week. I thought you might find these suggestions to help you stay sane in a volatile market

Category iconMarkets,  Personal Finance,  Tips and Suggestions

Five Favorite Reads Do You And Your Spouse Have Compatible Spending Habits

June 6, 2022

Apprise’s Five Favorite Reads for the Week of June 5, 2022

Do You and Your Spouse Have Compatible Spending Habits? When it comes to household tasks and chores, most married couples take a “divide and conquer”

Category iconFavorite Reads,  Markets,  Retirement Planning,  Tips and Suggestions

Senior Cyclist Enjoying Retirement

May 30, 2022

Apprise’s Five (Four) Favorite Reads for the Week of May 29, 2022

The S&P 500 rose Friday, marking the fourth daily gain of the week. The strong gains for the week helped the benchmark index snap a seven-week

Category iconFavorite Reads,  Financial Planning,  Markets,  Retirement Planning

my pets

May 22, 2022

Apprise’s Five Favorite Reads for the Week of May 22, 2022

Whether we like it or not, markets go up and markets go down. So far this year, the market has trended lower. But over the long term, the market has

Category iconEstate Planning,  Favorite Reads,  Retirement Planning,  Taxes,  Tips and Suggestions

Scale Weighing Clock and Money

May 16, 2022

More Money or More Time?

Which would you rather have, more money or more time? Most of us have heard the old line: “Time is money.” Many trace that saying to an old essay

Category iconPersonal Finance,  Tips and Suggestions

Financial Planning For Women - Differences and Strategies Explained

May 9, 2022

Financial Planning for Women: What’s Different?

Schedule A Consult Video Transcript Philip Weiss  (00:00): Thank you for joining me today for today's webinar, Financial Planning for Women;

Category iconFinancial Topics for Women

Women Thinking About Whether To Invest

May 9, 2022

Why Invest? Achieving Goals Versus Beating the Market

Why invest? Do you invest to achieve goals or to beat the market? If you listen to much of the financial media, you probably think you should strive

Category iconFinancial Planning,  Investment Management

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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.

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