by Brian Jacobs | Aug 20, 2025 | Blog, Investment Concepts
If you’re on any form of social media, you’re probably seeing headlines about funds boasting “30 percent yields” and retail investors rushing in. There are even Reddit communities where people claim they can “borrow at 10 percent and pocket the spread” or use these...
by Marketing | Jun 3, 2025 | Appearances, Market Notes, Media Notes
Recently, Brian sat down with Ryan Nauman of Zephyr Financial Technologies to discuss the primary risks of market volatility and the compounding ability of returns, emphasizing the need to focus on real returns over time. In this episode of Zephyr’s Adjusted for...
by JD Gardner | Mar 4, 2025 | Market Updates
If we gave you a million dollars to invest today, with the objective of delivering the highest compounded annual growth rate (CAGR) over a typical 30 year period, where would you invest that money? Here’s the catch, you only have 2 choices: Stocks Bonds Let’s consider...
by JD Gardner | Nov 4, 2024 | Market Updates
It’s the weekend before the election and I want this month’s note to serve as a quick reminder of What Matters. The linked post is from July of this year and we wouldn’t change a word. If you need more election specific commentary, Dave wrote an incredible Election...
by David Wagner | Sep 20, 2024 | Blog, Market Updates
I’m hyped. Things David Wagner is hyped for: I’m hyped for the market; I’m hyped for the Aptus ETF strategies; I’m hyped for the structure of our Asset Allocation (MOAR Stock, Less Bonds, Risk Neutral); I’m hyped for the Oklahoma v....
