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Investment Management

market forecast crystal ball

January 2, 2023

Look Elsewhere for Market Forecasts

I don’t make market forecasts. Why? The odds strongly favor that they will be wrong. We don’t have complete information because unpredictable – and

Category iconMarkets,  Tips and Suggestions

individual bonds or bond funds

December 5, 2022

Individual Bonds or Bond Funds – The Changing World of Fixed-Income Investing

Individual bonds or bond funds, which should you choose when investing in fixed-income securities? If asked this question today, you might answer

Category iconApprise Wealth,  Financial Planning,  Investment Management

five favorite reads retired couple

October 3, 2022

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

What if You and Your Spouse Plan to Retire at Different Times? Married couples don’t always plan to retire at the same time. According to a recent

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

Showing 81 of 464 media items Uploading 1 / 1 – tax returns tax moves.jpg Attachment Details tax returns tax moves

September 26, 2022

5 Tax Planning Ideas to Consider Before Year-End

Do you only think about taxes after the year’s over and/or when you start gathering the data for the prior year’s tax return? If you want to save on

Category iconInvestment Management,  Personal Finance,  Taxes,  Tips and Suggestions

five favorite reads spam

September 19, 2022

Apprise’s Five Favorite Reads for the Week of September 18, 2022

Market Thoughts It’s hard not to notice that after strong returns in July and a solid start to August, the market has once again turned lower. While

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

The Market Is Down

August 23, 2022

The Market Is Down. Should I Change How I’m Investing?

This blog was originally posted on Zoe Financial. You can find it here. Whether the market goes up or down, we’re never 100%

Category iconInvestment Management,  Markets

Preparing to Send Kids to College and Five Favorite Reads

August 15, 2022

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

Preparing to Send Kids to College It’s already mid-August. Before we know it, our kids will be back in school. If you have college-age children,

Category iconCollege Planning,  Favorite Reads,  Markets,  Retirement Planning,  Tips and Suggestions

Five Favorite Reads: Fighting the Bear Market

July 18, 2022

Apprise’s Five Favorite Reads for the Week of July 17, 2022

I understand the market environment remains difficult. You want to stay positive and maintain a long-term focus. But on an almost daily basis, your

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

Stocks for Beginners Podcast

July 18, 2022

Podcast: Special Appearance [Stocks for Beginners] The Berkshire Report

I was recently interviewed by Phil Muscatello on the Stocks for Beginners podcast. During the podcast, we discussed what I learned on my recent trip

Category iconFinancial Planning,  Investment Management,  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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