Financial Planning

I hope you and your families are staying both healthy and safe. While your personal finances matter, at times like these, taking care of and being

Another week has passed and not much has changed. The market’s daily movements continue to be much larger than we’re used to. Once again, I can ask,

Greetings: I’m a long-time Berkshire Hathaway shareholder. Some clients own positions as well. I’ve traveled to Omaha three times for Berkshire’s

Greetings: A mid-February birthday comes with a nice side benefit. Since it’s around the time of President’s Day, my birthday regularly was part of

My family and I moved to Maryland in 2003. We still find it hard to understand the (over)reaction to pending storms here. This past weekend we were

I rarely watch professional basketball because I prefer the college game. That didn’t keep me from being shocked and saddened by Sunday’s tragic news

At Apprise Wealth Management, we want to help people make better money-related decisions. We also read constantly and like sharing some of our

At Apprise Wealth Management, we want to help people make better money-related decisions. We also read constantly and like sharing some of our