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...
by JD Gardner | Feb 14, 2020 | Blog, Fixed Income, Risk
Venk Reddy has an article on Advisor Perspectives, Robbing 2020 to Pay 2019: A Reality Check for Fixed Income, and it needs to be read! We’ve been screaming about the issues with bonds and the implications moving forward with our advisors, Venk unpacks similar...
