by David Wagner | Mar 7, 2025 | Equity Case Studies, Equity Research, Research Reports
Before we highlight one of the Aptus Compounder’s holdings (15-stock, high-conviction strategy – shoot me an email if you have any questions on this unpackaged SMA strategy), let’s touch base on two things today: Given the recent volatility, if you have...
by Marketing | Mar 5, 2025 | Monthly Note
2025 March 2025: Winning the Long-Term Money Game February 2025: Losing Money Safely January 2025: Looking to 2025 2024 December 2024: Giving Thanks November 2024: Portfolio Reminder, Election 2024 October 2024: Are You Appropriately Positioned? ...
by Marketing | Mar 4, 2025 | Market Updates
Given the popularity of our weekly Market in Pictures, we started the habit of picking out a few and going into more detail with our PMs. In this edition, John Luke and Dave spend a few minutes on each of the following: A Wild February Growth Worries?...
by JD Gardner | Mar 4, 2025 | Market Updates
If we gave you a million dollars to invest today, with the objective of delivering the highest compounded annual growth rate (CAGR) over a typical 30 year period, where would you invest that money? Here’s the catch, you only have 2 choices: Stocks Bonds Let’s consider...
by JD Gardner | Feb 5, 2025 | Market Updates
You can let fear keep you out of risk assets (stocks), a lot of people do, but they are going higher with or without you. The show will go on. It must. There will be ups and downs as there always are, but the pickle the Fed and our government find themselves in is...
