Thanksgiving is my wife’s favorite holiday, and because of that, we make the long trek to Cincinnati, Ohio every November. There are a number of traditions, but they all surround the main attraction – her Grandmother’s house, aka “106”.
Her grandparents have been gone for 20+ years, but the house is still in the family and remains the meeting spot. It’s 1000 square feet, probably has plenty of mold and is in need of repair in more ways than one. All that doesn’t stop my wife, her 10 aunts and uncles with their spouses, their children, and their children’s children from piling in. Reach out if you want video evidence of the standing room only atmosphere. It’s got to be 100+ people piled in.
According to Zillow, the house is not worth much…at all. From a real estate perspective, I’d have to agree, but that’s not the right way to look at it. The value is not in the land and the structure of the house. The value is in the people that make 106 a special place for multiple generations.
Thankful
As I sat way too close to Mal’s cousin on the floor amidst the chaos, I couldn’t help but think of the people that make up Aptus, our advisors, clients, and shareholders. It’s hard not to be full of gratitude.
We are surrounded by a growing team of some of the best folks in the business. We get to work with some of the best advisors and their clients. We are building…new funds, new services, new technology, a bigger platform.
We are thankful for the opportunity we have in front of us, and plan to use our energy and resources to be the most valuable partner we can possibly be to you. As we say, thank you – we owe you. Our plan is for our actions to express our gratitude.
Moving Forward
We couldn’t be more convicted in our More Stocks, Less Bonds, Risk Neutral mindset. We believe we are improving our ability to deliver and message around that conviction. 2024 has been a great year of validation for our approach. Hard to believe these models are closing out their 8th year of existence.
We see “Better in the tails” as the best thing we can do to help your clients maintain and grow their purchasing power, and think we’re well-positioned to help investors accomplish those objectives.
We are beyond thankful for the opportunity to work with you. As always, thank you for the trust and Merry Christmas if we don’t chat before then.
Disclosures
Past performance is not indicative of future results. This material is not financial advice or an offer to sell any product. The information contained herein should not be considered a recommendation to purchase or sell any particular security. Forward-looking statements cannot be guaranteed.
This commentary offers generalized research, not personalized investment advice. It is for informational purposes only and does not constitute a complete description of our investment services or performance. Nothing in this commentary should be interpreted to state or imply that past results are an indication of future investment returns. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with an investment & tax professional before implementing any investment strategy. Investing involves risk. Principal loss is possible.
Advisory services are offered through Aptus Capital Advisors, LLC, a Registered Investment Adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level or skill or training. More information about the advisor, its investment strategies and objectives, is included in the firm’s Form ADV Part 2, which can be obtained, at no charge, by calling (251) 517-7198. Aptus Capital Advisors, LLC is headquartered in Fairhope, Alabama. ACA-2412-5.
