by Derek Hernquist | Jun 8, 2022 | Blog, Financial Planning
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,...
by Derek Hernquist | Mar 15, 2022 | Blog, Team
We talk about team a lot, from how Aptus can act as an extension of your team to how portfolio pieces can work together as a team of holdings. Our own team member played a key role in an ESPN feature this past weekend, about a team of players handing LeBron James his...
by Derek Hernquist | Dec 30, 2021 | Market Updates, Media
Dave wrote a fun piece summarizing our team’s 2022 Outlook, seen here as It’s Time to Curb Your Enthusiasm in 2022. He and John Luke decided to give it extra life with a discussion about the piece and outlook. See below for the video and transcript: ...
by Derek Hernquist | Dec 22, 2021 | Market Updates
The team used its collective vision to plot a course for 2022, and our own Dave Wagner, CFA gave it a fun theme as only he can do. The piece you’ll see below tackles the serious issues that exist, among them monetary policy, inflation, speculative froth, and...
by Derek Hernquist | Oct 6, 2021 | Market Updates
You’ve probably heard us say we like to “own” volatility. Or that we use “volatility an asset class”. What do we mean by that? First, let’s think about what a client is trying to accomplish. Pursuing or preserving the comfort that...
