Q3 2026 Market Commentary: Higher Rates, Record Highs, and a New Fed Hike Cycle
The third quarter of 2026 presented investors with a mixed environment shaped by two major forces....Apella Wealth Expands Northeast Presence with Blue Spark Capital Advisors
WEST HARTFORD, Conn. – October 13, 2026 – Apella Wealth (“Apella”), a financial advisory and wealth...5 Overlooked Cybersecurity Steps to Protect Your Financial Life
Most cybersecurity articles begin with the same advice:Protecting Wealth Across Generations in a Digital World
The way that people manage their money has changed dramatically across generations. What once...Protecting Older Adults from Cyber Fraud During Estate Transitions
Estate planning is often thought of as a way to protect your family in the future. You create a...New Flexibility for 529 Plans
A 529 plan is a tax-advantaged education savings account designed to help families save for future...530A Accounts aka "Trump Accounts”: What Families Should Know
Starting July 4, 2026, a new retirement savings vehicle for children became available under Section...Saving for Your Kids vs. Saving for Retirement
Deciding how to allocate money between college funding for your children and your retirement...Does Your Protection Plan Still Fit Your Life?
Major life transitions often create new financial risks that require updating the protection...