Apprise Wealth Management Logo
  • Home
  • Services
    • Financial Planning
    • Investment Management
    • Retirement Planning
    • Advisory Services
    • Fee Schedule
    • Financial Planning for Female Led Households
  • Blog
  • About
    • Bio – Philip Weiss
    • Media
    • Frequently Asked Questions
  • Contact
  • Client Login
Menu
  • Home
  • Services
    • Financial Planning
    • Investment Management
    • Retirement Planning
    • Advisory Services
    • Fee Schedule
    • Financial Planning for Female Led Households
  • Blog
  • About
    • Bio – Philip Weiss
    • Media
    • Frequently Asked Questions
  • Contact
  • Client Login
Free Consult

Markets

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

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

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

Five Favorite Reads

July 4, 2022

Apprise’s Five Favorite Reads for the Week of July 3, 2022

Planning a High-Impact, Last Minute Trip Can you believe it's already the Fourth of July? I hope everyone enjoyed the holiday. Somehow each summer

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

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 and Do You Have Compatible Spending Habits with Your Spouse

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

  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Go to page 4
  • Go to Next Page »
Apprise Wealth Management Logo

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.

About

  • Home
  • About
  • Contact
  • Blog
  • Disclosures

Services

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Advisory Services
  • Fee Schedule

Contact

  • (443) 690-5240
  • 14840 Hunting Way Phoenix, MD 21131
Facebook Twitter Linkedin

Apprise Wealth Management

© All Rights Reserved

Home
Call
Client Login
Schedule Call