Durability in Divergence = Success

Durability in Divergence = Success

No matter your time horizon, higher ending values of an investment portfolio are a good thing. That’s usually the goal. Invested wealth grows through time. It’s our job to help deliver solutions that recognize risk tolerance/capacity constraints and provide a return...

Aptus Musings: Can the Market Go Higher?

As many of you know, we have our ear to the ground with partners across the country – something we are proud to say. Another thing that we are very proud about is bringing Brian Jacobs, CFA on board to help lead us in client and fund development. In fact, today’s...

The Market in Pictures, December 29

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   Joseph: Like last year, Wall Street strategist targets are quite conservative for 2024    ...