by Marketing | Apr 30, 2024 | Appearances, Market Notes, Media Notes
Recently, JD sat down with Jay Hummel, CEO and co-founder of the Wealth Advisor Growth Network and host of The Deep Dive podcast. During this episode, JD and Jay discuss: How to differentiate your investment offering Effective client communication strategies...
by Marketing | Mar 5, 2024 | Appearances, Market Notes, Media Notes
You’ll recognize JD, but Alli from LibertyFi will be new to most of you. We couldn’t be more excited to have Alli and her crew on Team Aptus. LibertyFi does an amazing job helping advisors grow by taking middle and back office functions off of their plate....
by Aptus PM Team | Jan 4, 2024 | Appearances, Market Updates
Investors waded into 2023 with fresh scar tissue after 2022, which was a year worth forgetting as the S&P 500 shed 19% and the Nasdaq 100 dropped 33%. “An imminent recession” in 2023 was the consensus view heading into the year, yet this depressed sentiment has...
by Aptus PM Team | Sep 29, 2023 | Appearances, Market Updates
Globally, YTD equity performance has been dramatically US-biased, but mostly in the first 5 months. Here recently all eyes have been on rates. The 10-year fell to its year-to-date low on April 6th at 3.28%. At quarter end, its value rested at roughly 4.61%. In less...
by Marketing | Aug 31, 2023 | Appearances, Webinar
Aptus is joined by Scott Leak,CFP® Senior Consultant and Director of Business Development at FP Transitions. During this session we discuss the importance of continuity planning, updates on the M&A landscape, valuation methodologies and drivers of equity value....
by Marketing | Jul 27, 2023 | Appearances, Market Notes, Media Notes
On July 5, 2023, JD Gardner sat down with Meb Faber from Cambria Investment Management. The episode has an overarching theme that can be summarized by a quote from JD himself: “A strategy’s return is much less important than an investor’s return while exposed to the...
