Apella - Bellevue

Apella - Bellevue Low cost, fee-only registered investment advisor offering diversified no-load portfolios using DFA and Vanguard mutual funds

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This content is brought to you by Apella Capital, LLC, doing business as Vestory. Apella Capital, LLC (“Apella”), is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. Apella provides this communication as a matter of general information. 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. Apella does not approve or endorse any third party communications posted on this site and will not be liable for any such posts.

New Episode! "Calculating Your Future"Don and Tom tackle a Wall Street Journal financial decision-making quiz that explo...
06/02/2026

New Episode! "Calculating Your Future"

Don and Tom tackle a Wall Street Journal financial decision-making quiz that explores how to prioritize competing goals such as retirement savings, high-interest debt, mortgages, and student loans. The discussion highlights t...

Don and Tom tackle a Wall Street Journal financial decision-making quiz that explores how to prioritize competing goals such as retirement savings, high-interest de…

New Episode! "Retirement Mistakes"Don and Tom tackle some of the most common retirement planning mistakes, with a partic...
06/01/2026

New Episode! "Retirement Mistakes"

Don and Tom tackle some of the most common retirement planning mistakes, with a particular focus on taxes and the danger of becoming overly obsessed with them. They discuss taxable Social Security benefits, the importance of ...

Don and Tom tackle some of the most common retirement planning mistakes, with a particular focus on taxes and the danger of becoming overly obsessed with them. They…

05/29/2026

New Episode! "Question Feast"

Don celebrates the continued success of the Friday Q&A format and the encouraging first week of sales for his novel The Line Uncrossed , including a strong Kirkus review, before tackling a series of listener questions centere...

New Episode! "You're Right, Of Course"This episode of Talking Real Money examines why financial advice so often turns in...
05/28/2026

New Episode! "You're Right, Of Course"

This episode of Talking Real Money examines why financial advice so often turns into emotional debate instead of productive problem-solving. Don and Tom discuss how investors routinely underestimate spending, cling emotionall...

This episode of Talking Real Money examines why financial advice so often turns into emotional debate instead of productive problem-solving. Don and Tom discuss how…

New Episode! "Free Money?"Tom and Don dismantle the myth of “free money” from high-dividend stocks and ETFs, explaining ...
05/27/2026

New Episode! "Free Money?"

Tom and Don dismantle the myth of “free money” from high-dividend stocks and ETFs, explaining why chasing yield often leads to poor diversification, lower total returns, and disappointing long-term performance. Using examples...

Tom and Don dismantle the myth of “free money” from high-dividend stocks and ETFs, explaining why chasing yield often leads to poor diversification, lower total ret…

New Episode! "Infinite Bubbles?"Tom and Don tackle the impossible task of spotting market bubbles in real time, leaning ...
05/26/2026

New Episode! "Infinite Bubbles?"

Tom and Don tackle the impossible task of spotting market bubbles in real time, leaning on insights from Jason Zweigand Eugene Fama to argue that if bubbles were truly predictable, they wouldn’t exist. They discuss soaring se...

Tom and Don tackle the impossible task of spotting market bubbles in real time, leaning on insights from Jason Zweigand Eugene Fama to argue that if bubbles were tr…

New Episode! "Q&A and Book Day"Don opens the show with a deeply personal announcement: the release of his first novel, T...
05/22/2026

New Episode! "Q&A and Book Day"

Don opens the show with a deeply personal announcement: the release of his first novel, The Line Uncrossed , inspired by the life of his great-great-grandfather, a teenage Union soldier captured at Chickamauga and imprisoned ...

Don opens the show with a deeply personal announcement: the release of his first novel, The Line Uncrossed , inspired by the life of his great-great-grandfather, a …

New Episode! "Indexes Gone Wild"Don and Tom take on the uncomfortable reality that even supposedly “rules-based” index i...
05/21/2026

New Episode! "Indexes Gone Wild"

Don and Tom take on the uncomfortable reality that even supposedly “rules-based” index investing is starting to look suspiciously active, as major indexes like the S&P 500 consider bending long-standing rules to admit massive...

Don and Tom take on the uncomfortable reality that even supposedly “rules-based” index investing is starting to look suspiciously active, as major indexes like the …

Employee Stock Compensation is an important part of our company's compensation package, and we want to ensure that every...
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/Q01NzP1j0

As women, we experience many life challenges that impact our overall financial well-being--things like re-entering the w...
04/20/2023

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 this Saturday, April 22, 2023 (9:00 AM PST / 12:00 PM EST) to learn from experts who have walked in your shoes. Register today! The Career Salon, LLC
https://hubs.la/Q01Mg87s0

Address

2821 Northup Way, Suite 150
Bellevue, WA
98004

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