by JD Gardner | May 26, 2021 | Blog
The concept of Direct Indexing is pretty much as it sounds. Instead of accessing an index through an ETF or a mutual fund – you directly own the underlying securities. This approach has created some excitement as it can create some potential efficiencies. Here are...
by JD Gardner | May 4, 2021 | Market Updates, Most Read
Aptus has six team members that are former collegiate basketball players and two that went on to play professionally. That is almost 50% of our roster. This shared background creates a competitive culture and basketball analogies as a go-to for simplifying the...
by JD Gardner | Jan 27, 2021 | Blog
Paying a $39 million salary to LeBron is reasonable. He’s going to bring the team tremendous value. He’ll stuff the stat sheet and fill the stands. Is there risk he’s going to have a down year…sure, but he’s still LeBron. It is different than paying Greg Oden $39...
by JD Gardner | Aug 14, 2020 | Blog, Market Updates
Most people hate taxes – that’s one reason they should love ETFs. Here’s what I mean, “About 50% of all equity mutual funds paid out capital gains in 2013, whereas fewer than 5% of ETFs did, and rarely did ETFs pay gains that were significant” …that’s a quote pulled...
by JD Gardner | Aug 12, 2020 | Appearances, Media
JD Gardner writes in Investment News on The Real Risk in Bonds: “The lifeblood of financial services today is families nearing or already in retirement. This massive cohort of investors will be, or already is, dependent on their investment portfolios for current...
