Kenneth K. Apessos, CFP - Equitable Advisors

08/27/2026

Check out the LPL's Market Signals Podcast "S&P 500 at Record Highs: What Stocks, Bonds, Gold & the Dollar Are Signaling".

LPL strategists unpack cross-asset signals from stocks, bonds, gold, and the dollar as the S&P 500 tests record highs ahead of the post-Labor Day period.

07/04/2026

07/02/2026

There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

06/15/2026

What a day!!! CJ and I had an unforgettable experience at the Brazil vs. Morocco match this weekend. Nothing beats sharing moments like this together! The energy, the crowd, and the love of the game. These are the memories that last forever!

06/06/2026

Check out LPL's monthly client letter.https://static.fmgsuite.com/media/documents/9037693b-288d-48ae-95e7-d83b5f6603fc.pdf

06/02/2026

Honored to be inducted into Equitable Advisors’ Hall of Fame at this year’s National Leaders Forum. This is one of the longest standing awards (60+ years) that shows the dedication an advisor has to their clients as well as their company. This recognition means a great deal; but what matters most is the ability to make a real impact in the lives of the families and individuals I work with every day. I’m incredibly grateful for the trust my clients place in me, and for the mentors, colleagues, and team members who have supported this journey. I’m especially thankful for my wife and family, whose support made it possible to build my practice from the ground up. Looking forward to continuing to serve, grow, and help others build secure and meaningful financial futures.

05/23/2026

Many investors worry about paying more in taxes than necessary in retirement — but aren’t sure what to do about it.

That’s where asset location comes in. By aligning the right investments with the right accounts, we can help make your retirement income more tax efficient, and help you keep more of what you’ve worked for. Let’s talk about how this fits into your plan. Learn more at https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2026030900002.

05/21/2026

Check out the LPL's Market Signals Podcast "Global Bond Selloff: What’s Driving the Move Higher in Long-End Yields?"

Discover the global forces driving the bond selloff and rising long-end yields. Explore implications for equities, credit, and portfolio positioning.

05/15/2026

Opportunities arise. Families grow. Priorities shift.

A well-structured financial plan gives you the flexibility to access funds when you need them — without creating unnecessary tax consequences. That’s the power of asset location: building in flexibility from the start. See how it works at https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2026030900002.