Apprise Wealth
At Apprise, we believe it is an honor to work with clients and help them plan for and manage their financial future. We believe in stewardship of wealth and fully embrace our duty to always put our clients’ interests ahead of our own. Transparency and clear communication are central to our approach because we think it is our obligation to our clients to build trust and help them gain a sense of security.
With over 20 years of experience in investment management and financial planning, we bring insight to help you avoid emotionally driven decisions in important money matters.
Apprise Wealth's Latest Posts
5 Places To Park Cash Held For Short-Term Needs
Where can you park cash you expect you will need in a year or less? What about your emergency fund? Are you saving for a house, a wedding, or another financial goal that you expect to pay for in the short term? You’d like your money to earn something, but you don’t want to take […]
The Market Is Down. Should I Change How I’m Investing?
Whether the market goes up or down, we’re never 100% certain about what caused it. However, we can make educated guesses based on factors and events that drive economic shocks. Rising inflation rates not seen in 50 years, a war in Ukraine, supply chain disruptions, and the economic slowdown in China are a few of […]
Nine Suggestions To Help You Stay Sane In A Volatile Market
The following letter was sent to clients earlier this week. I thought you might find these suggestions to help you stay sane in a volatile market helpful as well. For investors, the 2022 stock market continues to be a difficult one. Not surprisingly, it can be hard to keep your cool during one of the […]
11 Financial Tips For Parents To Share With Their Kids (Part 2)
As parents, we want the best for our kids. Most schools do not do a good job of teaching personal finance. That leaves it to us, as parents, to educate them. Helping our kids become more financially savvy can help us have a lasting impact on their lives. It can also allow them to live […]
11 Financial Tips For Parents To Share With Their Kids (Part 1)
As parents, we want the best for our kids. Most schools do not do a good job of teaching personal finance. Helping our kids become more financially savvy can help us have a lasting impact on their lives. It can also allow them to live the lifestyle they desire. It starts with teaching them to […]
5 Tips: Helping Your Aging Parents Manage Their Finances
As a society, we often find it hard to discuss financial issues. Having that conversation with loved ones can be even harder. In fact, according to the study by the National Endowment for Financial Education cited here, seven out of 10 adults find it hard to discuss financial issues with aging family members. While these conversations […]
