by JD Gardner | Aug 12, 2020 | Appearances, Media
JD Gardner writes in Investment News on The Real Risk in Bonds: “The lifeblood of financial services today is families nearing or already in retirement. This massive cohort of investors will be, or already is, dependent on their investment portfolios for current...
by Aptus PM Team | Aug 3, 2020 | Market Updates
Rule #1 – Avoid major losses. Abide by rule number one, and everything is made easier. By everything, we mean the ability to generate sufficient returns and compound wealth. This will be a short note…a reminder of the risk that grabs our attention, and the actions we...
by Aptus PM Team | Jul 30, 2020 | Blog, Fixed Income
We have the privilege to receive modeled portfolios from advisors all over. They vary in risk tolerance and philosophy although most have some degree of blending passive and active/ tactical management. With each portfolio, we get a strong understanding of the...
by Aptus PM Team | Jul 30, 2020 | Blog, Equity Research
Morningstar’s style box has been a huge influence in driving investors to see stocks as either value or growth. We think this classification falls woefully short, is highly sector-driven, and fails to separate our favorite stocks of all…Compounders. What...
by Aptus PM Team | Jul 9, 2020 | Market Updates
The Good Better Economic Data – Economic data, which lags the stock market, hit rock-bottom as expected during April and May, but some early signs of a recovery have begun to appear. Just look at the jobs data. Better than Anticipated Earnings – EPS expectations...
