by Aptus PM Team | Jul 1, 2024 | Most Read, Process Papers
ACA specializes in risk-mitigated investing, focused on helping advisors create more confident clients. Read more about us here: Aptus Firm Overview
by JD Gardner | Jun 5, 2024 | Market Updates
I’ve been reminded of two things this month: It is a privilege to get to write about things we think matter. Thank you for the opportunity. The importance of communicating clearly. I’ve recently been given a chance to help the varsity basketball team at Fairhope. We...
by Aptus PM Team | Jun 5, 2024 | Market Updates
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 Brad will spend a few minutes on each of the following: History of 1st Half Strength in Equities...
by Aptus PM Team | May 3, 2024 | Market Updates
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: Typical Market Drawdowns Q1 Earnings...
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...
