Market Thoughts
Apprise’s 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 […]
Why Invest? Achieving Goals Versus Beating the Market
Why Invest? Achieving Goals Versus Beating the Market Why invest? Do you invest to achieve goals or to beat the market? If you listen to much of the financial media, you probably think you should strive to beat the market. But is that your true goal? Most money managers fail to beat the market – […]
Recent Market Performance and Berkshire Hathaway Shareholder Meeting
Apprise’s 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 […]
5 Important Things To Consider As We Come To Year-End
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 […]
11 Financial Tips for Parents to Share With Their Kids (Part 1)
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 […]
How to Create an Investment Portfolio for the Long Run
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!
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 […]
How Long to Keep Financial Documents — Some Guidelines
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 […]
How Long to Keep Financial Documents — Some Guidelines
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 […]
A Look Back, A Look Ahead and Some Shared Highlights
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 […]