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
Apprise Wealth Management’s Selected Readings for the Week of September 24, 2018
At Apprise Wealth Management, we want to help people make better decisions about money. Our long-form blogs typically focus on helping readers better