While it’s far too early to say or know that we’ve seen the current bear market’s bottom conditions have improved. Last week, the S&P 500 rose by
Apprise Wealth Management’s Selected Readings for the Week of March 22, 2020
I hope you and your families are staying both healthy and safe. While your personal finances matter, at times like these, taking care of and being
Apprise Wealth Management’s Selected Readings for the Week of March 8, 2020
Another week has passed and not much has changed. The market’s daily movements continue to be much larger than we’re used to. Once again, I can ask,
Handling Volatile Markets
With the market's continued volatility, I thought it would be helpful to share some additional thoughts. If you would like to discuss the market's
Thoughts on Current Market Volatility
We want to take a moment to update you on our thoughts related to the coronavirus and its impact on the financial markets and your personal financial
Apprise Wealth Management’s Selected Readings for the Week of February 23, 2020
Greetings: I’m a long-time Berkshire Hathaway shareholder. Some clients own positions as well. I’ve traveled to Omaha three times for Berkshire’s
Apprise Wealth Management’s Selected Readings for the Week of February 16, 2020
Greetings: A mid-February birthday comes with a nice side benefit. Since it’s around the time of President’s Day, my birthday regularly was part of
Apprise Wealth Management’s Selected Readings for the Week of January 19, 2020
My family and I moved to Maryland in 2003. We still find it hard to understand the (over)reaction to pending storms here. This past weekend we were
Apprise Wealth Management’s Selected Readings for the Week of January 26, 2020
I rarely watch professional basketball because I prefer the college game. That didn’t keep me from being shocked and saddened by Sunday’s tragic news