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Category: Wealth Management

Market Thoughts

Author: Philip Weiss No Comments

https://apprisewealth.com/news/apprises-five-favorite-reads-for-the-week-of-september-18-2022/ It’s hard not to notice that after strong returns in July and a solid start to August, the market has once again turned lower. While we never know for sure, reports of higher-than-expected inflation in August likely spurred the latest decline. On Tuesday, the S&P 500 Index dropped 4.3% after this data was released. […]

Recent Market Performance and Berkshire Hathaway Shareholder Meeting

Author: Philip Weiss No Comments

https://apprisewealth.com/news/apprises-five-favorite-reads-for-the-week-of-may-1-2022/ Recent Market Performance and Berkshire Hathaway Shareholder Meeting Ouch. So far, 2022 has not gone well for investors. The S&P 500 Index closed at an all-time high on January 3rd – the year’s first trading day. Since then, things have gone downhill. Through April’s end, the S&P 500 Index was down 13.3%. Meanwhile, the […]

5 Important Things To Consider As We Come To Year-End

Author: Philip Weiss No Comments

https://apprisewealth.com/news/5-important-things-to-consider-as-we-come-to-year-end/ I like to think of year-end as a time to relax and get away. Yes, concerns about the Omicron variant have heightened coronavirus-related fears. But we can still find ways to celebrate the year-end holidays and family traditions. This week, I share some holiday tips and suggestions. Hopefully, they can make your holiday season […]

11 Financial Tips for Parents to Share With Their Kids (Part 1)

Author: Philip Weiss No Comments

https://apprisewealth.com/news/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 […]

How to Create an Investment Portfolio for the Long Run

Author: William Bevins No Comments

https://williambevins.com/blog/ Investing in different assets is one of the best ways to improve your long-term financial stability. It allows you to build equity over time and diversify your investment portfolio for the best return. However, when it comes to building a portfolio, many people aren’t sure where to start or how to view individual assets […]

Crypto, SPACs, Pot, and Memes. Oh My!

Author: Philip Weiss No Comments

https://www.apprisewealth.com/news/crypto-spacs-pot-and-memes-oh-my Anyone can suffer from FOMO – Fear of Missing Out. Making decisions based on FOMO can be dangerous, especially when it comes to investing. We see the potential for quick gains and want to participate. At the same time, we should try to limit the role fear and greed can play in our investing […]

How Long to Keep Financial Documents — Some Guidelines

Author: Philip Weiss No Comments

https://www.apprisewealth.com/news/how-long-to-keep-financial-documents-some-guidelines Note: This is an updated version of this blog: How Long Should You Keep Financial Documents? It includes some edits to the original post as well as some additional content. Please check this link for a video summary of this week's blog. ‍ Are you overwhelmed by the volume of financial documents you receive? Are you unsure about […]

How Long to Keep Financial Documents — Some Guidelines

Author: Philip Weiss No Comments

https://www.apprisewealth.com/news/how-long-to-keep-financial-documents-some-guidelines Note: This is an updated version of this blog: How Long Should You Keep Financial Documents? It includes some edits to the original post as well as some additional content. Please check this link for a video summary of this week's blog. ‍ Are you overwhelmed by the volume of financial documents you receive? Are you unsure about […]

A Look Back, A Look Ahead and Some Shared Highlights

Author: Philip Weiss No Comments

https://www.apprisewealth.com/news/a-look-back-a-look-ahead-and-some-shared-highlights 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 grateful for those who have allowed me to work with them in 2020. I hope you have made it through the year with your health […]

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