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Favorite Reads

five favorite reads june 19

June 20, 2022

Apprise’s Five Favorite Reads for the Week of June 19, 2022

I’d like to send belated “Happy Father’s Day” wishes to all the dads reading this week’s blog. As the father of four great kids, I feel very

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

Five Favorite Reads Do You And Your Spouse Have Compatible Spending Habits

June 6, 2022

Apprise’s Five Favorite Reads for the Week of June 5, 2022

Do You and Your Spouse Have Compatible Spending Habits? When it comes to household tasks and chores, most married couples take a “divide and conquer”

Category iconFavorite Reads,  Markets,  Retirement Planning,  Tips and Suggestions

Senior Cyclist Enjoying Retirement

May 30, 2022

Apprise’s Five (Four) Favorite Reads for the Week of May 29, 2022

The S&P 500 rose Friday, marking the fourth daily gain of the week. The strong gains for the week helped the benchmark index snap a seven-week

Category iconFavorite Reads,  Financial Planning,  Markets,  Retirement Planning

my pets

May 22, 2022

Apprise’s Five Favorite Reads for the Week of May 22, 2022

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

Category iconEstate Planning,  Favorite Reads,  Retirement Planning,  Taxes,  Tips and Suggestions

Berkshire Shareholder Meeting

May 3, 2022

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

Category iconFavorite Reads,  Markets,  Taxes,  Tips and Suggestions

College Classroom and How to Choose the Best College

April 18, 2022

Apprise’s Five Favorite Reads for the Week of April 17, 2022

Choosing the Best College Most college-bound high school seniors will decide what college they will attend next fall by May 1st. While the decision

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

Grandmother goes shopping with her granddaughter

April 4, 2022

Apprise’s Five Favorite reads for the Week of March 28, 2022

If you spend your entire career following a financial plan, saving and investing isn't only a commitment, it's also a mindset. And it can be very

Category iconFavorite Reads,  Markets,  Retirement Planning,  Tips and Suggestions

The Difference Between Early Savers and Late Savers

March 21, 2022

Apprise’s Five Favorite Reads for the Week of March 14, 2022

Are you a fan of March Madness? I know I am. It’s one of my favorite times of the year. While I’ve won a few bracket pools, I don’t have the passion

Category iconFavorite Reads,  Financial Topics for Women,  Investment Management,  Markets,  Retirement Planning,  Tips and Suggestions

Retired Women Sitting Outside With a Coconut

March 3, 2022

Apprise’s Five Favorite Reads for the Week of February 27, 2022

The last two years have included several challenges. This has led to uncertainty about the present and concern for the future. That can create a

Category iconFavorite Reads,  Markets,  Retirement Planning,  Tips and Suggestions Tag iconImportant Tips,  Market Analysis,  Video

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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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