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Markets

fast moving rollercoaster-nine suggestions to help you stay sane in a volatile market

June 7, 2022

Nine Suggestions to Help You Stay Sane in a Volatile Market

The following letter was sent to clients earlier this week. I thought you might find these suggestions to help you stay sane in a volatile market

Category iconMarkets,  Personal Finance,  Tips and Suggestions

Five Favorite Reads Do You And Your Spouse Have Compatible Spending Habits

June 6, 2022

Apprise’s Five Favorite Reads for the Week of June 5, 2022

Do You and Your Spouse Have Compatible Spending Habits? When it comes to household tasks and chores, most married couples take a “divide and conquer”

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

Senior Cyclist Enjoying Retirement

May 30, 2022

Apprise’s Five (Four) Favorite Reads for the Week of May 29, 2022

The S&P 500 rose Friday, marking the fourth daily gain of the week. The strong gains for the week helped the benchmark index snap a seven-week

Category iconFavorite Reads,  Financial Planning,  Markets,  Retirement Planning

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

Grandmother goes shopping with her granddaughter

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

The Difference Between Early Savers and Late Savers

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

Retired Women Sitting Outside With a Coconut

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

An Example of Market 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

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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