Aptus 3 Pointers, March 2024

Aptus 3 Pointers, March 2024

Given the popularity of our weekly Market in Pictures, we thought it made sense to pick out a few and go into more detail with our PMs. In this edition, Dave and John Luke will spend a few minutes on each of the following: Rate Expectations Market Concentration by...
Aptus 3 Pointers, March 2024

What Worries Your Clients?

We group portfolio risk into two categories: Longevity Risk Drawdown Risk (A form of volatility risk) Risk #2 dominates the minds of most advisors and clients we speak with. Behaviorally, most of us have an aversion to losses. Mathematically, large drawdowns are...
Aptus 3 Pointers, March 2024

Casting a Wider Net

Very few days pass that don’t involve a cast net being thrown at our house. I’m not sure I can think of anything I’d rather do than throw the net with my crew. My kids have grown up learning early and often because in lower Alabama, it’s a necessary skill if you enjoy...
Aptus 3 Pointers, March 2024

Aptus 3 Pointers, February 2024

Given the popularity of our weekly Market in Pictures, we thought it made sense to pick out a few and go into more detail with our PMs. In this edition, Dave and John Luke will spend a few minutes on each of the following: Earnings Update Projected Rate Cuts Market...
Happy 5 Years to Our Compounders!

Happy 5 Years to Our Compounders!

When we made the Aptus Compounders sleeve available to advisors in 2018, we never put much thought into the actual strategy name. It just came naturally to us, and we ran with it. We didn’t put much thought into how the name embodied exactly what we were looking to...