by JD Gardner | May 5, 2025 | Market Updates
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...
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 David Wagner | Feb 7, 2024 | Blog, Macro Updates
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...
by Brian Jacobs | Jan 23, 2024 | Blog, Investment Concepts
In a previous post, we outlined how shorter-duration bonds may now present an intriguing opportunity, as they now offer a yield surpassing forecasted inflation, a welcome shift from a decade of near-zero rates. In this post, we’ll outline another reality: while rates...
by Aptus PM Team | Dec 29, 2023 | Blog, Charts
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 ...
