Apella Wealth

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...

Apella Wealth Appoints James J. Scanlan as Chief Executive Officer

WEST HARTFORD, CT – May 29, 2026 – Apella Wealth (“Apella”), a financial advisory and wealth...

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...

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...

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,...

Apella Wealth Welcomes PBMares Wealth Management Division

WEST HARTFORD, CT – January 6, 2026 – Apella Wealth (“Apella”), a financial advisory and wealth...

Understanding Taxes After the Death of a Spouse

The period following the death of a spouse or partner is often filled with emotional, logistical,...

Understanding Grief After the Loss of a Spouse or Partner

Grief is not a single moment in time—it’s an ongoing experience that touches every corner of life....

Navigating Financial Decisions After the Death of a Spouse or Partner

The death of a spouse our partner reshapes life in an instant. Even for those who felt prepared,...

Understanding Your Options: Mediation, Litigation, and DIY Divorce

Facing divorce brings a wave of emotions—uncertainty, fear, overwhelm, and sometimes relief. One of...