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Investment Management

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

Berkshire Shareholder Meeting

May 3, 2022

Apprise’s Five Favorite Reads for the Week of May 1, 2022

Recent Market Performance and Berkshire Hathaway Shareholder Meeting Ouch. So far, 2022 has not gone well for investors. The S&P 500 Index closed

Category iconFavorite Reads,  Markets,  Taxes,  Tips and Suggestions

April 4, 2022

Apprise’s Five Favorite reads for the Week of March 28, 2022

If you spend your entire career following a financial plan, saving and investing isn't only a commitment, it's also a mindset. And it can be very

Category iconFavorite Reads,  Markets,  Retirement Planning,  Tips and Suggestions

March 21, 2022

Apprise’s Five Favorite Reads for the Week of March 14, 2022

Are you a fan of March Madness? I know I am. It’s one of my favorite times of the year. While I’ve won a few bracket pools, I don’t have the passion

Category iconFavorite Reads,  Financial Topics for Women,  Investment Management,  Markets,  Retirement Planning,  Tips and Suggestions

Apprise's Favorite Reads Return on Life

March 3, 2022

Apprise’s Five Favorite Reads for the Week of February 27, 2022

The last two years have included several challenges. This has led to uncertainty about the present and concern for the future. That can create a

Category iconFavorite Reads,  Markets,  Retirement Planning,  Tips and Suggestions Tag iconImportant Tips,  Market Analysis,  Video

markets pullbacks

February 28, 2022

Pullbacks Are What Markets Do

The market’s recent activity has increased angst among investors. Russia’s attack on Ukraine adds to the concern. Many investors were already on edge

Category iconInvestment Management,  Markets Tag iconMarket Analysis

Alphabet Blocks With Words Manage Your Assets

February 3, 2022

Apprise’s Five Favorite Reads for the Week of January 30, 2022

How Are Your New Year’s Resolutions Going? In this year’s first blog, I shared some suggestions that could help you achieve your New Year’s

Category iconFavorite Reads,  Financial Planning,  Investment Management,  Taxes,  Tips and Suggestions

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

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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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