Phil Weiss, CFA®, CPA

At Apprise Wealth Management, we want to help people make better money-related decisions. We also read constantly and like sharing some of our

Football season ended Sunday with the Chiefs winning their first Super Bowl in 50 years. They overcame deficits of at least 10 points in each of their

Greetings! The middle of February might be my favorite week of the winter. Why? First, winter is a little more than half over. Second, I’m a

Greetings: How has your portfolio fared during the market’s recent volatile stretch? When saving for retirement, have you avoided the 12 deadly

I hope you and your families are both healthy and safe. While your personal finances matter, at times like these, they may take a back seat to your

I hope everyone is staying both healthy and safe. My wife and I are fortunate to have our children home with us during this difficult time. One of our

Happy Thanksgiving to everyone reading this week’s blog. I hope you all can spend some quality time with family over the Thanksgiving

At Apprise Wealth Management, we want to help people make better decisions about money. We also read constantly and like sharing some of our favorite

At Apprise Wealth Management, we want to help people make better money-related decisions. We also read constantly and like sharing some of our