by Aptus PM Team | Oct 20, 2023 | Blog, Financial Planning
Good reminder that bonds are not always the “safe” asset we all want them to be. A recent Content Hub post from JD, thought it made sense to share in case you missed… We talk constantly about the two main risks we help advisors defend against:...
by JD Gardner | Sep 6, 2023 | Market Updates
We talk constantly about the two main risks we help advisors defend against: Drawdown: sharp drops that interrupt compounding and trigger client fear Longevity: insufficient returns that put clients at risk of outliving their money Let’s focus on Longevity. The...
by JD Gardner | Feb 6, 2023 | Market Updates
Think Different – Be Different Day in and day out, our time is spent in the trenches with financial advisors and their end clients. Some are new relationships; some we’ve had the privilege to work with for years. We aim to be a valuable relationship and extend...
by JD Gardner | Sep 6, 2022 | Market Updates
Two Choices Let’s assume there’s only two potential investment options. For this exercise we’ll define risk as volatility in return stream, and exposure to large drawdowns…meaning it could be a wild ride where the drag of a volatility tax could come into play:...
