Building a Family Tradition of Generosity
Jamie and Peter have long supported the small Virginia community where they raised their children....Does It Matter Which Assets You Leave to Charity?
Estate planning can seem complicated, and trying to decide what to leave to charity and what to...Diversifying Concentrated Stock Positions with a Donor-Advised Fund
For individuals and families looking to maximize their charitable impact while pursuing...Apella Wealth Expands Mid-Atlantic Presence with Addition of Kilner Capital Advisors
WEST HARTFORD, Conn. – Oct. 28, 2026 – Apella Wealth (“Apella”), a financial advisory and wealth...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...