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Tips and Suggestions

How Pets can Keep You Healthy and Five Favorite Reads

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: Do You Prefer Having More Money or More Time

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 Weiss 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 and Five Favorite Reads

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 + Five Favorite Reads

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 If You Should Complete a 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

Grandmother Goes Shopping with Her Granddaughter, Preparing for Retirement, and Five Favorite Reads

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

Last Year's Tax Preparation and What to Consider

March 14, 2022

7 Things to Consider Before Tax Day Arrives

Tax Day is fast approaching. Yes, we get a little reprieve this year with the filing deadline pushed back to April 18th. Can you still lower last

Category iconTaxes,  Tips and Suggestions Tag iconImportant Tips,  Taxes

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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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