Apella Wealth Expands West Coast Presence with Addition of Young Wealth Management
Wealth management firm from Davis, CA brings $144 million in AUMCRAT, CRUT, WHAT? The Alphabet Soup of Philanthropy
For those that are charitably inclined, there are myriad options at your disposal. These options...Apella Wealth Expands East Coast Presence with Addition of Barker Financial Group, Inc.
Wealth management firm from Topsfield, MA brings $218 million in AUMCharitable Giving - "Dead or Alive"
Giving to charity is often an important part of clients’ estate plans, so let’s explore some...Make Charitable Giving a Family Learning Experience
As parents we often struggle with teaching and shaping our family’s values. Fitting time in for...How Your Appreciated Stock Can Reduce Your Tax Bill
It was a great year in the stock market, especially for long-term investors. Assets in...Giving Made Easy: The Perks of Donor-Advised Funds
Charitable giving is a noble endeavor. However, administrativetasks can make this a daunting...Overcoming Inertia to Accomplish Your Charitable Giving Goals
What does it mean to leave a legacy? How do each of us define our legacy? These are deeply personal...5 Common Tax Scams You Should Know About
What could be worse than paying taxes? Turns out, it is falling for tax scams.Each year, countless...