- Latest Video -
The Three Most Common College Planning Mistakes
Paying for your child’s college education can seem like a daunting task. Join Apella Capital’s Senior Financial Advisor, James Femia, CCFS, CRPC, AAMS, to learn how you can avoid three common mistakes that parents make during the planning process. Jim's main points of discussion will include: 1) the financial aid system, 2) starting at the correct time, and 3) understanding how college planning can impact parents’ retirement plans.
- WEBINARS -
How to Avoid the Five Biggest Retirement Planning Mistakes
Can you afford the retirement lifestyle you imagined? Will you be able to help your children if they need it? As your working years slowly come to an end, your priorities will need to shift from saving to living off of your savings. Watch this webinar recording with Senior Financial Advisor Jason Gentile, CFP® to learn the common pitfalls of retirement planning and strategies that may help you avoid making these mistakes.
5 Ways To Get A Head Start On Your Financial Future
Are you and your children prepared to combat the factors threatening your family’s financial aspirations and security? Join Connor Maniatty, Associate Financial Advisor, to learn how you can get a head start on your financial future in this webinar recording.
Five IRA Strategies to Help You Retire with Confidence
Individual Retirement Accounts (IRAs) are more complicated than you might think. In this 30-minute webinar recording, Join Apella Capital's financial advisor, Peter Leppones, CFP® for a discussion about five IRA strategies to help you retire with confidence.
What You Need to Know About Long-Term Care Insurance
You may need it sooner than you think. In this hour-long webinar, Senior Financial Advisor Jason Gentile, CFP®, and Financial Advisor Peter Leppones, CFP®, will answer commonly asked questions about LTCI.
TAKE CONTROL OF THE COLLEGE PLANNING PROCESS
Don't make the mistake of thinking it is too early to begin planning for college. Parents of students who plan to attend any college or university will want to check out this webinar recording presented by Apella's Senior Financial Advisor, James Femia, CCPS, AAMS, CRPC.
Originally presented on January 12, 2016
5 Biggest IRA Mistakes and How to avoid them.
Individual Retirement Accounts (IRAs) are more complicated than you might think. Watch this presentation from Senior Financial Advisor, Jason Gentile, CFP® to learn how to prevent the biggest IRA missteps.
- SHORTS -
Estate Planning with Wills and Trusts
How can you be certain that the wealth you garner, over the course of your lifetime, gets passed on in accordance with your wishes? Wills and trusts are useful estate planning tools that provide explicit instructions on how your wealth should be distributed. These documents are not just meant for the wealthy, but for almost anyone with the foresight to plan for their family’s financial future. Join Apella Capital’s Peter Leppones, CFP®, to learn how wills and trusts may benefit you.
Empower Your Family to Make the Right Decisions
No one can predict the future, but there are ways we can plan for the unexpected. Join Apella Capital’s, Peter Leppones, CFP®, to learn how you can help eliminate uncertainty and stress within your family by using two planning tools: the “Living Will,” and the “Health Care Power of Attorney”.
Welcome to Apella Capital
Founding partner Patrick Sweeny introduces Apella Capital in this brief video.
10 Commandments for Investors: Part One of Three
Don’t succumb to the bombast of noise from our news media. Instead, consider seeking out professional or informed counsel before making critical investment decisions. In the first video of this three part series – Apella’s partner and co-founder, Patrick Sweeny, offers some practical advice on how you can do just that.
10 Commandments for Investors: Part Two of Three
Not all investment advice is sound and beneficial to you. In part two of this three part series, Patrick Sweeny, Apella’s partner and co-founder, justifies the importance of educating yourself in order to make thoughtful investment decisions.
10 Commandments for Investors: Part Three of Three
As you'll see in the final part of this video series: "it is your responsibility to know how your assets are invested and the underlying investment philosophy." As Apella's partner and co-founder, Patrick Sweeny, will explain - it is critical that you understand how your assets are invested and the underlying investment philosophy behind their allocation.
- Investment portfolios -
Symmetry Partners: Investment Process
Symmetry Partners' Director of Research, Dana D'Auria, CFA provides insight into their unique investment process. Along the way, time will be taken to explain key topics such as factor investing, portfolio construction, and behavioral finance.
Symmetry Partners: PrecisionCore
GlobalCore ETF Portfolios are now the PrecisionCore ETF Portfolios. Join Symmetry's Research Associate, Rebecca Cioban, for a detailed introduction to our new portfolios.
Symmetry Partners: Making Sense of Smart Beta & Factors
At Symmetry Partners, we have been thought leaders on factor investing, a term often used interchangeably with Smart Beta, for 15 years. Join Tim Baker, CFA & Director of Product Strategy to explore this source of financial return.
Symmetry Partners, LLC and Apella Capital, LLC are affiliated entities. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. No one should assume that any discussion or information contained in this material serves as a receipt of, or as a substitute for, personalized investment advice. As with any investment strategy, there is the possibility of profitability as well as loss.