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
Apprise Wealth Management’s Selected Readings for the Week of May 10, 2020
I hope everyone is staying both healthy and safe. Earlier this week, I was on a call with some other local business owners. At the start of the call,
Apprise Wealth Management’s Selected Readings for the Week of February 2, 2020
Football season ended Sunday with the Chiefs winning their first Super Bowl in 50 years. They overcame deficits of at least 10 points in each of their
Apprise Wealth Management’s Selected Readings for the Week of March 1, 2020
Greetings: How has your portfolio fared during the market’s recent volatile stretch? When saving for retirement, have you avoided the 12 deadly
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,
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