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
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
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
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
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”
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
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
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
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