It’s been a rough start to the year for investors. We learned that in December inflation reached its highest level in 40 years. Based on consensus
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 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
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
Podcast: Special Appearance [Intersection of Tax and Asset Management]
I was recently interviewed on the Wealth Made Simple podcast. During this podcast, I was interviewed by Jay McFarland of Wealth Made Simple. Jay
Apprise’s Five Favorite Reads for the Week of November 7, 2021
When you ponder your future, do you have a target savings level in mind? While $1 million doesn’t go as far as it used to, it represents a nice round
Apprise’s Five Favorite Reads for the Week of September 19, 2021
I’m happy to report that after quarantining at home for 10 days, our son who came down with covid is back in school. Other than a loss of smell, he
Protecting the One You Love
If you create a picture of a widow in your mind, who is she like? I imagine you picture a woman in her late 70s or older. That’s not what the U.S.
Apprise’s Five Favorite Reads for the Week of August 22, 2021
On Monday, my family and I celebrated my wife Diana’s birthday. We had originally intended to go to Atlanta for a long weekend. The highlight of the