by Aptus PM Team | Jul 15, 2024 | Appearances, Market Notes, Media Notes
Recently, JD sat down with Keith Black, Managing Director of the RIA Channel, to discuss using options to transform asset allocation. Aptus has two sides to its business, one managing options-based ETFs and the other helping advisors manage and grow their practices....
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 JD Gardner | Mar 5, 2024 | Market Updates
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...
