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Phil Weiss, CFA®, CPA

A Chalkboard with Word Inflation and How Inflation Affects Financial Planning + Five Favorite Reads for the Week of October 1

October 21, 2021

Apprise’s Five Favorite Reads for the Week of October 17, 2021

High school seniors should be thinking more seriously about what they want to do after they graduate, especially if they plan to go to college. If you

Category iconCollege Planning,  Favorite Reads,  Financial Planning,  Markets,  Popular,  Taxes

Alphabet Block With Words Roth IRA On White Background + Benefits and Possible Changes to Roth IRA's

October 14, 2021

7 Benefits of a Roth IRA

While many investors have heard of Roth IRAs, they don’t know much about them or how to use them. A ProPublica story was published in June about Peter

Category iconFinancial Planning,  Personal Finance,  Taxes Tag iconRoth IRA

Broken Clock on Timing Market Correction and Predictions + Five Favorite Reads for the Week of October 3

October 7, 2021

Apprise’s Five Favorite Reads for the Week of October 3, 2021

Welcome to October. As usual, the year has flown by. Fall is in the air and Halloween – our son Daniel’s birthday – is fast approaching. The leaves

Category iconFavorite Reads,  Financial Planning,  Investment Management,  Markets,  Personal Finance

Mother Giving Child Money To Teach Them About Personal Finance + Financial Tips to Share with Your Kids

September 30, 2021

11 Financial Tips for Parents to Share With Their Kids (Part 2)

As parents, we want the best for our kids. Most schools do not do a good job of teaching personal finance. That leaves it to us, as parents, to

Category iconFinancial Planning,  Financial Topics for Women,  Personal Finance,  Popular Tag iconPersonal Finance for Women

Neon Sign with Words Use Your Brain + Proposed Tax Legislation + Investment Commentary + Five Favorite Reads for the Week of September 19

September 23, 2021

Apprise’s Five Favorite Reads for the Week of September 19, 2021

I’m happy to report that after quarantining at home for 10 days, our son who came down with covid is back in school. Other than a loss of smell, he

Category iconFavorite Reads,  Markets,  Personal Finance,  Taxes

Mother Giving Child Money To Teach Them About Personal Finance + Financial Tips to Share with Your Kids

September 16, 2021

11 Financial Tips for Parents to Share With Their Kids (Part 1)

As parents, we want the best for our kids. Most schools do not do a good job of teaching personal finance. Helping our kids become more financially

Category iconFinancial Planning,  Financial Topics for Women,  Personal Finance,  Popular Tag iconPersonal Finance for Women

Clocks with Coins an Example of Investment and Savings + Investment Commentary + 5 Favorite Reads for the week of September 5

September 9, 2021

Apprise’s Five Favorite Reads for the Week of September 5, 2021

Over the past few weeks, I’ve shared some personal thoughts as my wife, Diana, and I helped two of our children move into their college residences.

Category iconFavorite Reads

A Women Sitting On A Rock By The Lake + Protecting Your Spouse's Financial Security

September 2, 2021

Protecting the One You Love

If you create a picture of a widow in your mind, who is she like? I imagine you picture a woman in her late 70s or older. That’s not what the U.S.

Category iconFinancial Topics for Women Tag iconPersonal Finance for Women

College Students Taking Exam and Impact of Coronavirus

August 25, 2021

Apprise’s Five Favorite Reads for the Week of August 22, 2021

On Monday, my family and I celebrated my wife Diana’s birthday. We had originally intended to go to Atlanta for a long weekend. The highlight of the

Category iconFavorite Reads Tag iconVideo

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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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