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
Income Taxes: Does It Pay to Plan?
As published on Zoe Financial. Procrastination is a woe many of us strive to understand and manage. Seasonality may have quite a bit to do with why
Recent Market Performance: The Bad and the Good
When asked which would you like to hear first, do you say "the good news" or "the bad news?" I like saving the good news, so I’m going to start with
This Too Shall Pass
The pandemic is here, and we’ve found ourselves in a bear market. Beyond our stocks, many of us may also be worrying about whether we have enough
Apprise Wealth Management’s Selected Readings for the Week of April 5, 2020
I hope you and your families are staying both healthy and safe. Most of us aren’t used to spending so much time at home. As parents of older children,
Apprise Wealth Management’s Selected Readings for the Week of April 19, 2020
I hope everyone is staying both healthy and safe. For the first time in a while, conversation about relaxing the quarantine is taking place. Do we
Apprise Wealth Management’s Selected Readings for the Week of March 29, 2020
I hope you and your families are staying both healthy and safe. Earlier this week Governor Hogan imposed a “Stay at Home Order.” I take comfort in
The 2020 CARES Act – An Overview of Some Key Provisions
While it’s far too early to say or know that we’ve seen the current bear market’s bottom conditions have improved. Last week, the S&P 500 rose by
Apprise Wealth Management’s Selected Readings for the Week of March 22, 2020
I hope you and your families are staying both healthy and safe. While your personal finances matter, at times like these, taking care of and being