At Apprise Wealth Management, we want to help people make better decisions about money. We also read constantly and like sharing some of the
Saving for College: Surveying Some Options
When it comes to saving for college, there are two words you should take to heart: Start … Early. College is expensive. While starting early
Recession Doesn’t Appear Imminent, but Investors Must Protect Themselves
Is Investor Optimism a Contrarian Signal? The market seems indestructible. It has risen in the face of multiple record-breaking hurricanes, mass
Make Choices That Leave You With Greater Wealth
At Apprise we want to help people make better decisions about money. As a result, we plan to publish weekly blogs in which we share information we
Financial New Year’s Resolutions: How To Keep Them
In January, it is customary to make New Year’s Resolutions. Unfortunately, the reality is most resolutions are not kept. In fact, according to this
Fee Transparency: You May Be Paying More Than You Think!
If you work with a financial advisor, you can be billed in several different ways. Two of the most common bases of payment are transactions and assets
At Some Point, the Market Will Turn Lower – Will You Be Ready?
SOMEDAY In the words of John Mellencamp, “Someday, but I don’t know when” there will likely be a significant market downturn. I won’t pretend that I
7 Questions Investors Should Ask Their Advisors
As published on Paladin Registry As we approach April 15, it is quite possible taxes are on investors’ minds. If you are working with a fee-only
Taxes: The Importance of Planning + 8 Last Minute Tax Tips
Do you only think about income taxes when gathering the information to prepare your returns? If you want to lower your tax bill, think about taxes