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Tips and Suggestions

five favorite reads june 19

June 20, 2022

Apprise’s Five Favorite Reads for the Week of June 19, 2022

I’d like to send belated “Happy Father’s Day” wishes to all the dads reading this week’s blog. As the father of four great kids, I feel very

Category iconFavorite Reads,  Financial Planning,  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 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

my pets

May 22, 2022

Apprise’s Five Favorite Reads for the Week of May 22, 2022

Whether we like it or not, markets go up and markets go down. So far this year, the market has trended lower. But over the long term, the market has

Category iconEstate Planning,  Favorite Reads,  Retirement Planning,  Taxes,  Tips and Suggestions

Scale Weighing Clock and Money

May 16, 2022

More Money or More Time?

Which would you rather have, more money or more time? Most of us have heard the old line: “Time is money.” Many trace that saying to an old essay

Category iconPersonal Finance,  Tips and Suggestions

Phil on Stocks for Beginners Podcast

May 4, 2022

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

Category iconFinancial Planning,  Investment Management,  Personal Finance,  Tips and Suggestions

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

College Classroom and How to Choose the Best College

April 18, 2022

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

Choosing the Best College Most college-bound high school seniors will decide what college they will attend next fall by May 1st. While the decision

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

Money Rolls and 401k Rollover

April 11, 2022

Should I Complete a 401k Rollover?

It's rare that any of us work for the same employer for our entire careers. When you took advantage of your employer's retirement plan, you have

Category iconFeatured,  Financial Planning,  Retirement Planning,  Tips and Suggestions

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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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