Portfolio Veggies

A post I wrote when my kids were a bit younger…events change but the prescriptions remain intact:   Every advisor wants the same from their clients…save more money, focus on the long-term. And most investors know this is the formula for success. Easy,...
July 2022: Conversation with the Aptus Investment Team

May 2022: Talking Stocks and Bonds

We recently recorded a 10 minute call, to talk through the selloff into future opportunity. I was joined by a couple of our expert PMs: John Luke Tyner, CFA          Fixed Income Analyst/PM David Wagner III, CFA          Equity Analyst/PM Key topics covered: Double...