by Brian Jacobs | Jul 31, 2024 | Blog, Investment Concepts
For many, owning a home is primarily about having a place to live, fundamentally a form of consumption. However, real estate is often viewed as a safe bet for building wealth. While calculating the true returns on a home investment can be complex, especially when...
by Brian Jacobs | Apr 3, 2024 | Blog, Investment Concepts
Retirement planning is a critical aspect of financial management, and understanding how to manage savings can make a significant difference in financial stability during your clients’ golden years. The Path-Dependent Nature of Longevity Risk Longevity...
by Aptus PM Team | Oct 20, 2023 | Blog, Financial Planning
Good reminder that bonds are not always the “safe” asset we all want them to be. A recent Content Hub post from JD, thought it made sense to share in case you missed… We talk constantly about the two main risks we help advisors defend against:...
by JD Gardner | Sep 6, 2023 | Market Updates
We talk constantly about the two main risks we help advisors defend against: Drawdown: sharp drops that interrupt compounding and trigger client fear Longevity: insufficient returns that put clients at risk of outliving their money Let’s focus on Longevity. The...
