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,...

Team Over Players, Ohio Championship Version

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...
Curb Your Enthusiasm, Video Version

Curb Your Enthusiasm, Video Version

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:  ...