High school seniors should be thinking more seriously about what they want to do after they graduate, especially if they plan to go to college. If you
Apprise’s Five Favorite Reads for the Week of October 3, 2021
Welcome to October. As usual, the year has flown by. Fall is in the air and Halloween – our son Daniel’s birthday – is fast approaching. The leaves
Apprise’s Five Favorite Reads for the Week of September 19, 2021
I’m happy to report that after quarantining at home for 10 days, our son who came down with covid is back in school. Other than a loss of smell, he
Crypto, SPACs, Pot, and Memes. Oh My!
Anyone can suffer from FOMO – Fear of Missing Out. Making decisions based on FOMO can be dangerous, especially when it comes to investing. We see the
Asset Location: It Can Improve the Tax Efficiency of Your Investments
Note: This is an updated version of this blog: Putting The Pieces Together: An Often-Overlooked Part of the Investing Puzzle. Some additional
Recent Market Performance: The Bad and the Good
When asked which would you like to hear first, do you say "the good news" or "the bad news?" I like saving the good news, so I’m going to start with
This Too Shall Pass
The pandemic is here, and we’ve found ourselves in a bear market. Beyond our stocks, many of us may also be worrying about whether we have enough
Handling Volatile Markets
With the market's continued volatility, I thought it would be helpful to share some additional thoughts. If you would like to discuss the market's
Thoughts on Current Market Volatility
We want to take a moment to update you on our thoughts related to the coronavirus and its impact on the financial markets and your personal financial