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Apella Wealth Blog
Financial Planning, Investment Solutions & Retirement Plan Solutions
Risk Management
,
Estate
,
Insurance
Staying Alive… Financially: Life Insurance in Your Estate Plan
When most people think about estate planning, they often focus solely on how their assets will be...
3 Minute Read
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Estate
,
Life Transitions
Who's Running Your Life When You Can't?
The people you love most may one day be asked to step into your shoes - without a job description,...
2 Minute Read
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Estate
The Gift You Give Your Family Before You’re Gone
Whether you are just starting your career, raising a family, or approaching retirement, there is...
3 Minute Read
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Market Commentary
Q1 2026 Market Commentary: Perspective in a Quarter of Uncertainty
The first quarter of 2026 offered a timely reminder: markets don’t move in straight lines. After a...
5 Minute Read
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Insider
Financial Connections Group Joins Apella Wealth, Expanding Its West Coast Presence and Bringing AUM to Approximately $10.5 Billion
WEST HARTFORD, CT – April 1, 2026 – Apella Wealth (“Apella”), a financial advisory and wealth...
2 Minute Read
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Investment
,
Behavioral Finance
,
Health, Wealth & Security
The Human Side of Investing
If you’ve ever felt uneasy after reading a market headline over your morning coffee—or found...
3 Minute Read
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Investment
,
College & Next Generation Planning
,
Behavioral Finance
Gen Z’s Big Risk Mistake
Gen Z is fighting an uphill battle, and we know it. Inflation is consistently outpacing wages each...
3 Minute Read
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Investment
,
Behavioral Finance
Why Smart Investors Make Dumb Mistakes: The Hidden Biases That Shape Our Financial Decisions
Investing is often seen as a logical exercise – analyzing information, comparing risks, and making...
2 Minute Read
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Investment
,
Life Transitions
,
Behavioral Finance
Inherited Wealth and the Psychology of Long-Term Investing
Inheriting significant wealth creates more than a financial opportunity – it creates a behavioral...
3 Minute Read
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Market Commentary
,
Financial Awareness
,
Investment
How the Iran Conflict Affects Your Investments and Long-Term Portfolio
Recent news has reported that the U.S. and Israel have launched military strikes against Iran,...
4 Minute Read
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