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Personal Finance

Phil Weiss on Stocks for Beginners Podcast

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

A Mother Walking Child and the Effect of 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

College Classroom and How to Choose the Best College + Five Favorite Reads

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

A Man In A Suit Holding Graph Chart Of Stock Market and Five Favorite Reads for the Week of February 13, 2022

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

A Bull Verses Bear To Represent The Different Markets

January 27, 2022

Thoughts About Increased Stock Market Volatility and Higher Interest Rates

It’s been a rough start to the year for investors. We learned that in December inflation reached its highest level in 40 years. Based on consensus

Category iconMarkets,  Personal Finance

A Notebook With 2021 Goals For Financial New Year's Resolution and Five Favorite Reads for the Week of January 2

January 6, 2022

Apprise’s Five Favorite Reads for the Week of January 2, 2022

I hope everyone had an enjoyable holiday season and has seen their new year get off to a good start. I also hope you were able to spend some quality

Category iconCollege Planning,  Favorite Reads,  Personal Finance,  Tips and Suggestions

2021 Card With Being Replaced With 2022 To Represent New Year

December 24, 2021

2021: Market Review and Thoughts on Market Volatility

This year’s market was anything but normal. Of course, when it comes to markets, we should expect the unexpected. Think about this for a minute. The

Category iconFinancial Planning,  Financial Topics for Women,  Investment Management,  Markets,  Personal Finance,  Tips and Suggestions

An Electric Car Being Charged and Helpful Suggestions To Improve Our Lives

December 16, 2021

Apprise’s Five Favorite Reads for the Week of December 12, 2021

I hope everyone’s holiday season is going well so far. It’s a beautiful day here in Phoenix, MD. It’s hard to believe it’s mid-December and the

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

Alphabet Block With Words Roth IRA On White Background + Benefits and Possible Changes to Roth IRA's

October 14, 2021

7 Benefits of a Roth IRA

While many investors have heard of Roth IRAs, they don’t know much about them or how to use them. A ProPublica story was published in June about Peter

Category iconFinancial Planning,  Personal Finance,  Taxes Tag iconRoth IRA

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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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