Do You and Your Spouse Have Compatible Spending Habits?

Author: Philip Weiss No Comments

Apprise’s Five Favorite Reads for the Week of June 5, 2022 When it comes to household tasks and chores, most married couples take a “divide and conquer” approach. One spouse might handle weekly shopping, the other might handle garbage and recycling. The first spouse might handle laundry and cleaning while the other might handle yard […]

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 […]

What is a Fiduciary Financial Advisor and Why Are They Important?

Author: William Bevins No Comments

What Is a Fiduciary Financial Planner and How They Are Different? You may have heard that a fiduciary financial planner is required to act in your best interest. But what does that actually mean for you? How is that different from what you can expect from any other financial planner? Well, it’s different because acting […]

Experiences Matter

Author: Philip Weiss No Comments

Experiences Matter They say experiences matter. As a financial advisor, I like to understand what matters most to my clients. I also want to help them maintain their desired lifestyle both before and during retirement. That can lead to tough choices as you try to balance saving for tomorrow – funding college and retirement are […]

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