Beyond Protection: How Insurance Fits Into the Bigger Picture
Risk management is not only about protecting against the unexpected, it’s also a critical component...Is It Too Soon for Life Insurance?
For many young professionals, life insurance can feel like something to worry about later, after...Mid-Year 2026: What the First Half Teaches Investors About the Road Ahead
There is an old saying that smooth seas do not make skillful sailors. The first half of 2026 has...Behavioral Biases and IPO Investing
Initial Public Offerings (IPOs) often attract the greatest enthusiasm when market expectations are...Financial Life Hacks for NextGen in a Challenging Economic Environment
Perpetual demands on discretionary funds are fierce for all clients but knowing how to allocate...When the Child Becomes the Parent
In the three decades I've been doing financial planning, I've found one situation that is always...Think Twice Before Creating a Springing Power of Attorney
A springing power of attorney (POA) can seem appropriate and appealing—it only becomes effective...Apella Wealth Appoints James J. Scanlan as Chief Executive Officer
WEST HARTFORD, CT – May 29, 2026 – Apella Wealth (“Apella”), a financial advisory and wealth...Who Gets the Teacups? Dividing “Stuff” Without Dividing the Family
“Who wants Grandma’s teacups?” my mom asked, holding a pretty piece of bone china in one hand and a...