Apella Olympia, WA

05/03/2023

Employee Stock Compensation is an important part of our company's compensation package, and we want to ensure that everyone has a comprehensive understanding of how they work and the benefits they can provide.

Whether you're a seasoned executive or just starting out in your career, the next webinar in our Financial Independence for Women series is a great opportunity to learn more about how stock compensation works and how you can make the most of your equity awards. Reserve Your Spot Today!

https://hubs.la/Q01NB1mV0

04/14/2023

As women, we experience many life challenges that impact our overall financial well-being--things like re-entering the workforce, changing careers, career growth, and maintaining employment.

Join us on April 22, 2023 (9:00AM PST / 12:00PM EST) to learn from experts who have walked in your shoes.
https://hubs.la/Q01LvzX10

03/10/2023

Join Us on March 18th for Our Virtual Seminar! Learn about the importance of investing and what you need to know to get started. Roxana Butnar, Associate Financial Advisor at Apella, will cover basic investment principles, investment terminology and much more. Register here: https://hubs.la/Q01GgdJk0

03/08/2023

03/03/2023

Consider everything investors have been through in recent years: a global pandemic, rapid inflation, war in Europe, and volatile stock and bond markets. During that period overall, were stocks up 25%? Flat? Down 25%? Too often, people look only at year-by-year returns
and don’t look at the total history of returns, which can be very informative. Click here to learn more: https://hubs.la/Q01F7r230

02/25/2023

Tax season is upon us, and if you want to reduce how much you pay the government, you need to understand which tax credits you can claim. Credits are an efficient way to reduce a tax bill, but they can have complex rules. Click here to learn more: https://hubs.ly/Q01DqLb00

02/18/2023

Tax season is upon us, and if you want to reduce how much you pay the government, you need to understand which tax credits you can claim. Credits are an efficient way to reduce a tax bill, but they can have complex rules. Click here to learn more: https://hubs.la/Q01CPf1V0

02/14/2023

Happy Valentines Day! ❤️

02/03/2023

The Secure Act 2.0 of 2022 (“Secure 2.0”) was just signed into law. In many ways, Secure 2.0 was the gift all Americans needed, and we couldn’t be happier about the provisions that have made it easier to save and plan for a successful retirement. Here’s a rundown on the 10 most important things included in the $1.7 trillion bill that may positively impact your financial future. Click here to learn more: https://hubs.la/Q01BgJGG0

01/27/2023

Not a single one of the 2,132 actively managed U.S. stock or bond funds outperformed the market convincingly and regularly over the last five years. This shows, once again, how hard it is to outperform the stock market—and how difficult it is for top-performing managers to continue to deliver strong results. Click here to learn more: https://hubs.la/Q01zwXFJ0