by JD Gardner | Mar 25, 2022 | Blog, ETFs, Market Updates
Most people hate taxes – that’s why they should love ETFs. As in past years, capital gains distributions from ETFs in 2021 were a tiny fraction of those distributed by their mutual fund counterparts. Our objective is not to restate the fact that ETFs are more tax...
by JD Gardner | Mar 2, 2022 | Market Updates, Most Read
Our experience in the options market is what underpins our investment process. Options are the vehicle to inject ownership of volatility, and it’s this ownership that allows our allocations to shift away from bonds and towards stocks. In our view, this can...
by JD Gardner | Jan 5, 2022 | Market Updates
If you’re looking for a portfolio recap or a market forecast, this ain’t the note to read. My heart is overflowing with gratitude – for family, team, relationships, and the opportunity to be a part of Aptus – I’ve got to share some of that as we bust into the new...
by JD Gardner | Nov 4, 2021 | Market Updates
Back to the Basics Sometimes, the most powerful illustration of a concept is simple math… Let’s imagine having four portfolios to choose from over the next five years. Each will have three good years and two not so good. Here’s a table of the annual...
by JD Gardner | Sep 8, 2021 | Market Updates
We try to be consistent with these notes for transparency regarding the assets we’ve been trusted with. Some of the notes are better than others. I’m not claiming this note will be one of the good ones, but I do claim it to be an important one. For some reason, I...
