Apella - Atlanta Georgia

Are you rebalancing your portfolio? Most individual investors do not.
The benefit of systematic rebalancing is that it provides an objective way for us to adhere to the often repeated investing mantra, "Buy low and sell high."
Click here to contact us today! https://hubs.la/Q01JzX0L0

Congratulations to Mac, the son of our clients Amy and Chris, for signing a commitment letter to play football at Ohio Wesleyan University! 🏈

Happy Saint Patrick's Day! 🍀✨

Understood correctly, "volatility" simply refers to unpredictability; it has neither a good nor bad meaning. Simply put, "volatility" refers to the equity market's relatively significant and erratic fluctuations above and below its long-term uptrend line.
The superior returns of stocks are only a mechanism for an efficient market to price in a sufficient reward for accepting higher uncertainty.
Contact us today! https://hubs.la/Q01H1cM20

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/Q01GgQ190

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When clients become friends and you see this wonderful family achieve their most cherished financial goals, you know your work is priceless.
Trish and I had an amazing evening in Ball Ground with the Daniel’s and Wiedman’s.

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/Q01F7s640

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/Q01DqH_H0

According to a University of Scranton study, 80% of all New Year Resolutions have collapsed by the second week in February. Don’t stop taking the action steps necessary to achieve you most cherished goals.

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/Q01CPl2N0