The start of the new year has been a bit challenging. We’ve had to deal with another pandemic-related scare. The rise of the Omicron variant has
How Roth Conversions Can Help You, Your Surviving Spouse, and Your Heirs
Whenever I have an initial conversation with a potential new client, I mention my view that taxes and investing are “joined at the hip.” By this, I
Apprise’s Five Favorite Reads for the Week of January 2, 2022
I hope everyone had an enjoyable holiday season and has seen their new year get off to a good start. I also hope you were able to spend some quality
2021: Market Review and Thoughts on Market Volatility
This year’s market was anything but normal. Of course, when it comes to markets, we should expect the unexpected. Think about this for a minute. The
Apprise’s Five Favorite Reads for the Week of December 12, 2021
I hope everyone’s holiday season is going well so far. It’s a beautiful day here in Phoenix, MD. It’s hard to believe it’s mid-December and the
5 Important Things To Consider as We Come to Year-End
I like to think of year-end as a time to relax and get away. Yes, concerns about the Omicron variant have heightened coronavirus-related fears. But we
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
Podcast: Special Appearance [Essential Financial Advisor Marketing]
I was recently interviewed on the Essential Financial Advisor Marketing podcast by Jim Eckel, President of financialadvisors.com, and Ken Tucker,
7 Year-End Tax and Financial Planning Tips
It’s hard to believe we’re halfway through 2021’s fourth quarter. The clock is ticking on the 2021 tax year. This week I’m going to share some