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West Regional Champion Duke Blue Devils

March 28, 2022

Experiences Matter

They say experiences matter. As a financial advisor, I like to understand what matters most to my clients. I also want to help them maintain their

Category iconFeatured,  Financial Planning,  Popular,  Uncategorized

A Girl Putting Coin Into Bank To Save For College and Five Favorite Reads for the Week of November 28

December 3, 2021

Apprise’s Five Favorite Reads for the Week of November 28, 2021

I hope that everyone enjoyed the Thanksgiving break and has had a good start to their holiday season. My family and I enjoyed spending the holiday

Category iconFavorite Reads,  Financial Planning,  Popular,  Taxes,  Uncategorized

A Person Holding Out Hundred Dollar Bills And How You Can Save For Your Future + Five Favorite Reads for the Week of November 7

November 11, 2021

Apprise’s Five Favorite Reads for the Week of November 7, 2021

When you ponder your future, do you have a target savings level in mind? While $1 million doesn’t go as far as it used to, it represents a nice round

Category iconEstate Planning,  Favorite Reads,  Financial Planning,  Popular,  Retirement Planning

A Group of Cyclists and Five Favorite Reads for the Week of October 31

November 4, 2021

Apprise’s Five Favorite Reads for the Week of October 31, 2021

On Sunday, we helped our son Daniel celebrate his 21st birthday. The whole family went to visit him. We made breakfast for Daniel as well as his

Category iconFavorite Reads,  Investment Management,  Popular

A Chalkboard with Word Inflation and How Inflation Affects Financial Planning + Five Favorite Reads for the Week of October 1

October 21, 2021

Apprise’s Five Favorite Reads for the Week of October 17, 2021

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

Category iconCollege Planning,  Favorite Reads,  Financial Planning,  Markets,  Popular,  Taxes

Mother Giving Child Money To Teach Them About Personal Finance + Financial Tips to Share with Your Kids

September 30, 2021

11 Financial Tips for Parents to Share With Their Kids (Part 2)

As parents, we want the best for our kids. Most schools do not do a good job of teaching personal finance. That leaves it to us, as parents, to

Category iconFinancial Planning,  Financial Topics for Women,  Personal Finance,  Popular Tag iconPersonal Finance for Women

Mother Giving Child Money To Teach Them About Personal Finance + Financial Tips to Share with Your Kids

September 16, 2021

11 Financial Tips for Parents to Share With Their Kids (Part 1)

As parents, we want the best for our kids. Most schools do not do a good job of teaching personal finance. Helping our kids become more financially

Category iconFinancial Planning,  Financial Topics for Women,  Personal Finance,  Popular Tag iconPersonal Finance for Women

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.

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