Whether we like it or not, markets go up and markets go down. So far this year, the market has trended lower. But over the long term, the market has
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
7 Things to Consider Before Tax Day Arrives
Tax Day is fast approaching. Yes, we get a little reprieve this year with the filing deadline pushed back to April 18th. Can you still lower last
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
How Roth Conversions Can Help You, Your Surviving Spouse, and Your Heirs
Whenever I have an initial conversation with a potential new client, I mention my view that taxes and investing are “joined at the hip.” By this, I
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
Podcast: Special Appearance [Essential Financial Advisor Marketing]
I was recently interviewed on the Essential Financial Advisor Marketing podcast by Jim Eckel, President of financialadvisors.com, and Ken Tucker,
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
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