November 2024 Rebalance Rationale

November 2024 Rebalance Rationale

Our primary objective is to compound capital efficiently for long-term growth. In this rebalance, which applies exclusively to our Growth and Aggressive Growth models, we are introducing the Aptus Large Cap Equity Upside ETF (UPSD) to enhance equity exposure. UPSD...
What Worries Your Clients?

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...
November 2024 Rebalance Rationale

February 2024 Rebalance Rationale

  Investors should have one goal – to compound capital. A sufficient compounded return is at the heart of all things related to financial goals. The main objective of our investment team is delivering sufficient compound returns for our clients while maintaining...