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Phil Weiss, CFA®, CPA

The Difference Between Early Savers and Late Savers

October 17, 2022

Apprise’s Five Favorite Reads for the Week of October 16, 2022

When we save for retirement, we operate under one set of tax rules. When we retire and start withdrawing our retirement savings, we operate under a

Category iconUncategorized

Berkshire Shareholder Meeting and Five Favorite Reads

May 3, 2022

Apprise’s Five Favorite Reads for the Week of May 1, 2022

Recent Market Performance and Berkshire Hathaway Shareholder Meeting Ouch. So far, 2022 has not gone well for investors. The S&P 500 Index closed

Category iconFavorite Reads,  Markets,  Taxes,  Tips and Suggestions

Money Rolls and If You Should Complete a 401k Rollover

April 11, 2022

Should I Complete a 401k Rollover?

It's rare that any of us work for the same employer for our entire careers. When you took advantage of your employer's retirement plan, you have

Category iconFeatured,  Financial Planning,  Retirement Planning,  Tips and Suggestions

The Difference Between Early Savers and Late Savers

March 21, 2022

Apprise’s Five Favorite Reads for the Week of March 14, 2022

Are you a fan of March Madness? I know I am. It’s one of my favorite times of the year. While I’ve won a few bracket pools, I don’t have the passion

Category iconFavorite Reads,  Financial Topics for Women,  Investment Management,  Markets,  Retirement Planning,  Tips and Suggestions

Family Holding Hands and the Importance of Updating Your Beneficiaries

February 24, 2022

Designating Trusted Contacts and Naming Beneficiaries

Have you designated a trusted contact and named beneficiaries for your financial accounts? If you haven’t, you should consider doing so sooner rather

Category iconEstate Planning,  Financial Planning Tag iconFinancial Accounts,  Important Tips

Alphabet Blocks With Words Manage Your Assets and Five Favorite Reads for the Week of January 30, 2022

February 3, 2022

Apprise’s Five Favorite Reads for the Week of January 30, 2022

How Are Your New Year’s Resolutions Going? In this year’s first blog, I shared some suggestions that could help you achieve your New Year’s

Category iconFavorite Reads,  Financial Planning,  Investment Management,  Taxes,  Tips and Suggestions

A Bull Verses Bear To Represent The Different Markets

January 27, 2022

Thoughts About Increased Stock Market Volatility and Higher Interest Rates

It’s been a rough start to the year for investors. We learned that in December inflation reached its highest level in 40 years. Based on consensus

Category iconMarkets,  Personal Finance

A Hand Putting Money Into Retirement Box To Save For Retirement and Five Favorite Reads for the Week of January 16

January 20, 2022

Apprise’s Five Favorite Reads for the Week of January 16, 2022

The start of the new year has been a bit challenging. We’ve had to deal with another pandemic-related scare. The rise of the Omicron variant has

Category iconEstate Planning,  Favorite Reads,  Financial Planning,  Tips and Suggestions

A Notebook With 2021 Goals For Financial New Year's Resolution and Five Favorite Reads for the Week of January 2

January 6, 2022

Apprise’s Five Favorite Reads for the Week of January 2, 2022

I hope everyone had an enjoyable holiday season and has seen their new year get off to a good start. I also hope you were able to spend some quality

Category iconCollege Planning,  Favorite Reads,  Personal Finance,  Tips and Suggestions

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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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