I was recently interviewed by Phil Muscatello on the Stocks for Beginners podcast. During the podcast, we discussed what I learned on my recent trip
Apprise’s Five Favorite Reads for the Week of July 3, 2022
Planning a High-Impact, Last Minute Trip Can you believe it's already the Fourth of July? I hope everyone enjoyed the holiday. Somehow each summer
Health Savings Accounts: A Triple-Tax-Free Retirement Benefit – 2022 Update
Note: This is an updated version of this blog: Health Savings Accounts: An Often-Overlooked Tax Benefit. This blog was also updated in August 2024.
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
Nine Suggestions to Help You Stay Sane in a Volatile Market
The following letter was sent to clients earlier this week. I thought you might find these suggestions to help you stay sane in a volatile market
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
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
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
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