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Financial Planning

more time or more money

May 16, 2022

More Money or More Time?

Which would you rather have, more money or more time? Most of us have heard the old line: “Time is money.” Many trace that saying to an old essay

Category iconPersonal Finance,  Tips and Suggestions

why do we invest?

May 9, 2022

Why Invest? Achieving Goals Versus Beating the Market

Why invest? Do you invest to achieve goals or to beat the market? If you listen to much of the financial media, you probably think you should strive

Category iconFinancial Planning,  Investment Management

May 4, 2022

Podcast: Special Appearance [Stocks for Beginners]

I was recently interviewed by Phil Muscatello on the Stocks for Beginners podcast. During the podcast, we discussed both good and bad financial role

Category iconFinancial Planning,  Investment Management,  Personal Finance,  Tips and Suggestions

the motherhood penalty

April 25, 2022

The Motherhood Penalty

The motherhood penalty refers to the career penalty women face after having a child. It can affect wages, the ability to get hired, workplace

Category iconFinancial Topics for Women,  Personal Finance,  Retirement Planning

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

April 11, 2022

Should I Complete a 401k Rollover?

It's rare that any of us work for the same employer for our entire careers. When you took advantage of your employer's retirement plan, you have

Category iconFeatured,  Financial Planning,  Retirement Planning,  Tips and Suggestions

West Regional Champion Duke Blue Devils

March 28, 2022

Experiences Matter

They say experiences matter. As a financial advisor, I like to understand what matters most to my clients. I also want to help them maintain their

Category iconFeatured,  Financial Planning,  Popular,  Uncategorized

February 24, 2022

Designating Trusted Contacts and Naming Beneficiaries

Have you designated a trusted contact and named beneficiaries for your financial accounts? If you haven’t, you should consider doing so sooner rather

Category iconEstate Planning,  Financial Planning Tag iconFinancial Accounts,  Important Tips

A Man In A Suit Holding Graph Chart Of Stock Market

February 17, 2022

Apprise’s Five Favorite Reads for the Week of February 13, 2022

Today’s blog will start with some personal thoughts. I’m writing this on February 17th, my birthday. It’s a birthday I share with basketball great

Category iconFavorite Reads,  Financial Planning,  Personal Finance,  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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