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 Aptus PM Team | Apr 10, 2024 | Equity Research
It causes Aptus much chagrin that the widespread notoriety for bourbon only started in the early 1980s, almost two hundred years after Kentucky started distilling an unlikely combination of corn and limestone water. Nobody knows, definitively, the origin of bourbon,...
by Aptus PM Team | Apr 3, 2024 | Market Updates
For a more in-depth look into our market thoughts, please review our Quarterly Chartbook. Our 3 pointer video will cover the market backdrop and spend a few minutes on each of the following: Stocks and Bonds in Q1 Valuations and Up/Down Catalysts Historical Context...
by Aptus PM Team | Apr 1, 2024 | Market Updates
Our favorite fund manager David Dredge made a return visit to the Macro Hive podcast, and again it was a joy to hear him discuss better ways to pursue compounding wealth. Two years ago we wrote Protect and Participate to share our common thinking about the investment...
by David Wagner | Mar 8, 2024 | Equity Research
Topics for this Musing: Quick Market Commentary Stock of the Quarter Before I start, please remember that we do great individual stock work for concentrated positions of clients. I have opinions and convictions that I’m more than willing to spew. We were very...
