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Phil Weiss, CFA®, CPA

2021 Card With Being Replaced With 2022 To Represent New Year

December 24, 2021

2021: Market Review and Thoughts on Market Volatility

This year’s market was anything but normal. Of course, when it comes to markets, we should expect the unexpected. Think about this for a minute. The

Category iconFinancial Planning,  Financial Topics for Women,  Investment Management,  Markets,  Personal Finance,  Tips and Suggestions

An Electric Car Being Charged and Helpful Suggestions To Improve Our Lives

December 16, 2021

Apprise’s Five Favorite Reads for the Week of December 12, 2021

I hope everyone’s holiday season is going well so far. It’s a beautiful day here in Phoenix, MD. It’s hard to believe it’s mid-December and the

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

Bottom View Of An Airplane Flying Through The Sky and Important Things to Consider as We Come to Year-End

December 9, 2021

5 Important Things To Consider as We Come to Year-End

I like to think of year-end as a time to relax and get away. Yes, concerns about the Omicron variant have heightened coronavirus-related fears. But we

Category iconTips and Suggestions

A Girl Putting Coin Into Bank To Save For College and Five Favorite Reads for the Week of November 28

December 3, 2021

Apprise’s Five Favorite Reads for the Week of November 28, 2021

I hope that everyone enjoyed the Thanksgiving break and has had a good start to their holiday season. My family and I enjoyed spending the holiday

Category iconFavorite Reads,  Financial Planning,  Popular,  Taxes,  Uncategorized

Tax Return Forma And Notebook For Tax Planning

November 18, 2021

7 Year-End Tax and Financial Planning Tips

It’s hard to believe we’re halfway through 2021’s fourth quarter. The clock is ticking on the 2021 tax year. This week I’m going to share some

Category iconFinancial Planning,  Retirement Planning,  Taxes

Wealth Made Simple Phil Weiss Podcast

November 17, 2021

Podcast: Special Appearance [Intersection of Tax and Asset Management]

I was recently interviewed on the Wealth Made Simple podcast. During this podcast, I was interviewed by Jay McFarland of Wealth Made Simple. Jay

Category iconAdvisory Services,  Financial Planning,  Taxes

A Person Holding Out Hundred Dollar Bills And How You Can Save For Your Future + Five Favorite Reads for the Week of November 7

November 11, 2021

Apprise’s Five Favorite Reads for the Week of November 7, 2021

When you ponder your future, do you have a target savings level in mind? While $1 million doesn’t go as far as it used to, it represents a nice round

Category iconEstate Planning,  Favorite Reads,  Financial Planning,  Popular,  Retirement Planning

A Group of Cyclists and Five Favorite Reads for the Week of October 31

November 4, 2021

Apprise’s Five Favorite Reads for the Week of October 31, 2021

On Sunday, we helped our son Daniel celebrate his 21st birthday. The whole family went to visit him. We made breakfast for Daniel as well as his

Category iconFavorite Reads,  Investment Management,  Popular

A Group Of Women Discussing Retirement At A Coffee Shop

October 28, 2021

9 Investment and Retirement Tips for Savvy Women

When it comes to saving for retirement, women face headwinds that men don’t. It starts with how much they earn. Women are paid about 80 cents for

Category iconFinancial Topics for Women,  Investment Management,  Retirement Planning

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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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