Getting to know Apprise’s clients is important to me. I appreciate the opportunity to share aspects of my life as well. As I started writing this
Apprise’s Five Favorite Reads for the Week of August 8, 2021
Can you believe summer vacation is almost over? I’m pretty sure your kids can’t. Based on this week’s second article, if you have access to a pool,
Crypto, SPACs, Pot, and Memes. Oh My!
Anyone can suffer from FOMO – Fear of Missing Out. Making decisions based on FOMO can be dangerous, especially when it comes to investing. We see the
Apprise’s Five Favorite Reads for the Week of July 25, 2021
As discussed in Apprise's most recent blog, my family and I were away on vacation last week. We went away with my wife Diana’s siblings and their
7 Tips to Help You Have a Great Summer Vacation
Life can get crazy. We all need some time away. Last year it was much harder to take a vacation. The pandemic limited our options. You should take
Apprise’s Five Favorite Reads for the Week of July 4, 2021
Thoughts on Long-Term vs. Short-Term Investing Sometimes I wonder why I include an investment commentary section in my favorite read’s blogs. From
How Long to Keep Financial Documents: Some Guidelines
Note: This is an updated version of this blog: How Long Should You Keep Financial Documents? It includes some edits to the original post as well as
Apprise’s Five Favorite Reads for the Week of May 9, 2021
I hope you are staying safe and healthy. Many things change as we transition from our work career to retirement. We switch from asset
Apprise’s Five Favorite Reads for the Week of April 18, 2021
This week it almost feels like the return of winter. But it’s hard to feel too down about the cold temperatures. On Monday, my wife and I got our