Aptus 3 Pointers, March 2024

Aptus 3 Pointers, March 2024

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: Rate Expectations Market Concentration by...
Aptus 3 Pointers, March 2024

What Worries Your Clients?

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...
Aptus 3 Pointers, March 2024

Casting a Wider Net

Very few days pass that don’t involve a cast net being thrown at our house. I’m not sure I can think of anything I’d rather do than throw the net with my crew. My kids have grown up learning early and often because in lower Alabama, it’s a necessary skill if you enjoy...
Aptus 3 Pointers, March 2024

Aptus 3 Pointers, February 2024

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: Earnings Update Projected Rate Cuts Market...