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...

Life Transitions: Financial Planning Isn’t a Destination, It’s a Series of Smart Moves

Life doesn’t come with a clean instruction manual. Instead, it hands us a series of transitions:...

A Warmer Approach to an Often-Cold Discussion

Summertime is fast approaching, and with it, conversations in households across the country are...

Retiring Before 65? Your Health Care Gameplan

Retiring before age 65 can be an exciting milestone, but it also introduces an important challenge:...

IPOs: You May Have More Exposure Than You Think

Many investors assume they have little or no exposure to private companies unless they invest in...