The past year has been one for the history books. The holiday season marks a good time to reflect on the past and think about the future. I am
Have You Discussed Money With Your Spouse?
Talking about money is hard. It might be the only remaining taboo. Couples who discuss almost all aspects of their personal lives often clam up when
Apprise’s Five Favorite Reads for the Week of September 20, 2020
I hope everyone is staying safe and healthy. Market volatility this year has increased relative to the last few years. After falling more than 30%
Apprise’s Five Favorite Reads for the Week of September 6, 2020
I hope everyone is staying safe and healthy. Very few people want to work forever. If you want to maintain quality of life in retirement, it's
Apprise’s Five Favorite Reads for the Week of August 2, 2020
SAVE THE DATE: On August 12th, I will host my next “Ask Me Anything” session. The session will start with this topic: Mortgage Refinancing: It's NOT
Apprise Wealth Management’s Selected Readings for the Week of June 14, 2020
SAVE THE DATE: Starting on July 8th, I will be hosting “Ask Me Anything” sessions on the second and fourth Wednesday of each month at 12:30. Please
Apprise Wealth Management’s Selected Readings for the Week of June 28, 2020
SAVE THE DATE: Beginning on July 8th, I will be hosting “Ask Me Anything” sessions on the second and fourth Wednesday of each month at 12:30. Please
Apprise Wealth Management’s Selected Readings for the Week of May 31, 2020
I hope everyone is staying safe and healthy. It’s hard to imagine that in many ways coronavirus is not the top story in the news this week. The recent
Apprise Wealth Management’s Selected Readings for the Week of May 24, 2020
I hope everyone is staying safe and healthy. It’s hard to believe it was Memorial Day holiday earlier this week. The day was unlike any other Memorial