Blog

July 1, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of June 28, 2020

Articles discussing what state to retire in, COVID-19 vaccines, combining work & retirement, benefits of walking, & Roth IRAs vs IRAs.

June 25, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of June 21, 2020

Articles discussing selling stocks, cleaning and disinfecting, the market rally, wearing masks, and a father's advice.

June 18, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of June 14, 2020

Articles discussing sports bettors, COVID-19 & touching surfaces, organizing finances, a doc's actions as his state reopens, & retiring in your 60s.

June 10, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of June 7, 2020

Articles discussing subscription services, probability, your magic number, the racial wealth gap, and 401(k) loans vss withdrawals.

June 4, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of May 31, 2020

Articles discussing Roth IRAs, working from home, retirement savings options, 68 bits of advice, and a Howard Marks memo.

May 28, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of May 24, 2020

Articles discussing Roth conversions, how COVID-19 germs can spread, the new normal, reducing noise during video calls, and Medicare insurance.

May 21, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of May 17, 2020

Articles discussing financial aid, Zoom fatigue, Roth IRA conversions, America's meat shortage, and delaying Social Security.

May 13, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of May 10, 2020

Articles discussing skipping 2020 RMDs, not going back to the office, stock market & the economy, routines when working from home, and uncertainty.

May 6, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of May 3, 2020

Articles discussing What happens next, Wi-Fi fixes, the return of our sports teams, the fate of department stores, and Berkshire's annual meeting.

April 30, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of April 26, 2020

Articles discussing tracking coronavirus into your home, our pet's behavior, diversified portfolios, food supply chains, and Backdoor Roth IRAs.

April 23, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of April 19, 2020

Articles discussing ways to help during this crisis, who pays for this, food dumping, millennial retirement tips, and food expiration dates.

April 16, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of April 12, 2020

Articles discussing RMDs in 2020, working at home with kids around, why we look at market history, hoarding toilet paper, and Howard Marks' latest.

April 7, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of April 5, 2020

Articles discussing the slowing of time; lockdown grocery rules, sources of emergency cash, taking mental breaks, & advanced care planning.

April 2, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of March 29, 2020

Articles discussing buy & hold investing, working from home, Howard Marks' latest memo, how coronavirus may change our futures, and networking.

March 31, 2020
Personal Finance

The 2020 CARES Act – An Overview of Some Key Provisions

Wonder how the CARES Act affects individuals? Read our Q&A for a summary of some of the key points.

March 25, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of March 22, 2020

Articles discussing Roth conversions, changing our minds, buying stocks too early, the effect of the hiatus on sports, and hindsight bias.

March 23, 2020

Recent Market Performance: The Bad and the Good

We're in a bear market and many of us are homebound. What can we do to make some good out of the difficult things we're experiencing?

March 19, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of March 15, 2020

Articles discussing stocks after the market falls, identity theft, Coronavirus scams, sports as an escape, and sleep's benefits.

March 16, 2020

This Too Shall Pass

Some thoughts to help you get through the current period of market upheaval.

March 11, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of March 8, 2020

Articles discussing "Nobody Knows It," being more optimistic, taxes on Social Security, coronavirus, and the market cycle of emotions.

March 10, 2020
Markets

Handling Volatile Markets

More thoughts on the market's recent volatility and its impact on our emotions.

March 3, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of March 1, 2020

Articles discussing retirement savings sins, loading the dishwasher, exercising and income, walking, and HSA hiccups.

March 2, 2020
Markets

Thoughts on Current Market Volatility

Some thoughts on the coronavirus and its impact on the markets and your personal finances.

February 24, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of February 23, 2020

Articles discussing Berkshire's annual shareholder letter; saying "I don't know," Social Security, Listening skills, paying off your mortgage early.

February 17, 2020
Personal Finance

Apprise Wealth Management's Selected Readings for the Week of February 16, 2020

Articles discussing market timing; calling vs. emailing; buying in bulk; de-cluttering; and Medicare for those still working.