by Aptus PM Team | Mar 6, 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: Rate Expectations Market Concentration by...
by Marketing | Mar 5, 2024 | Appearances, Market Notes, Media Notes
You’ll recognize JD, but Alli from LibertyFi will be new to most of you. We couldn’t be more excited to have Alli and her crew on Team Aptus. LibertyFi does an amazing job helping advisors grow by taking middle and back office functions off of their plate....
by JD Gardner | Mar 5, 2024 | Market Updates
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...
by JD Gardner | Feb 6, 2024 | Market Updates
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...
by Aptus PM Team | Feb 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 John Luke will spend a few minutes on each of the following: Earnings Update Projected Rate Cuts Market...
