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Personal Finance

Stock Market Chart Increase and What We Can Do About It

April 8, 2021

Apprise’s Five Favorite Reads for the Week of March 21, 2021

On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “Living Longer: What Does It Mean for Retirement Planning – and Your

Category iconFavorite Reads,  Personal Finance

Apprise Wealth Management Pathway to an Informed Retirement

April 8, 2021

Apprise’s Five Favorite Reads for the Week of April 4, 2021

Welcome to spring. The sun is shining, birds are chirping, temperatures are getting warmer, flowers and trees are starting to bloom, and baseball

Category iconFavorite Reads,  Personal Finance Tag iconVideo

Fraud Alert Signs and Scammers During Tax Season

March 30, 2021

Apprise’s Five Favorite Reads for the Week of February 21, 2021

Tax season has arrived. It will be April 15th in about seven weeks. Tax season also means the scammers come out. Identity thieves may look to collect

Category iconFavorite Reads,  Personal Finance

For Rent Sign and Tips on Real Estate Investing

March 11, 2021

Apprise’s Five Favorite Reads for the Week of March 7, 2021

On Thursday, I hosted the latest session in Apprise's “Ask Me Anything” webinar series: “Are You Missing Roth IRA Opportunities?” Please click this

Category iconFavorite Reads,  Personal Finance

FAFSA Application and Planning for Financial Aid

February 11, 2021

Apprise’s Five Favorite Reads for the Week of February 7, 2021

On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “Financial Planning for Women - What’s Different?” Please click this

Category iconFavorite Reads,  Personal Finance

GameStop Stock Price Decreasing

January 29, 2021

Apprise’s Five Favorite Reads for the Week of January 24, 2021 + Thoughts on GameStop

Whether you have invested for a day, a week, a year, a decade, or more you can expect to experience the unexpected when it comes to markets. This is

Category iconFavorite Reads,  Personal Finance

Hands Over Ball for Fortune Telling

January 28, 2021

Apprise’s Five Favorite Reads for the Week of January 10, 2021

On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “Dow30,000: What's Next?” Please click this link Passcode:

Category iconFavorite Reads,  Personal Finance

Passion Led Us Here Sign on Sidewalk

January 14, 2021

Apprise’s Five Favorite Reads for the Week of August 30, 2020

I hope everyone is staying safe and healthy. Welcome to September. At the beginning of the pandemic, time seemed to stand still. Since then it feels

Category iconFavorite Reads,  Personal Finance

401 k dice on top of coins for retirement savings

January 14, 2021

Apprise’s Five Favorite Reads for the Week of November 29, 2020

I hope you are staying safe and healthy. On Thursday, I hosted the latest session in my “Ask Me Anything” webinar series: “7 Important Money

Category iconFavorite Reads,  Personal Finance

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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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