by Marketing | Jul 5, 2022 | Appearances, Webinar
For our Q2 update, you are joined by the Aptus Portfolio Team in our latest webinar: Managing Risk in Today’s Market Speakers: JD Gardner, CFA Founder/CIO John Luke Tyner, CFA Fixed Income Analyst/PM David Wagner III, CFA Equity...
by Derek Hernquist | May 26, 2022 | Appearances
We recently recorded a 10 minute call, to talk through the selloff into future opportunity. I was joined by a couple of our expert PMs: John Luke Tyner, CFA Fixed Income Analyst/PM David Wagner III, CFA Equity Analyst/PM Key topics covered: Double...
by Derek Hernquist | Apr 21, 2022 | Appearances
Our PMs spend a ton of time on research and portfolio reviews, and I’ve made it a habit to grab 30 minutes to ask what they’ve been seeing. Together with what we’re hearing in conversations with advisors, it’s a great opportunity to tackle...
by Derek Hernquist | Oct 14, 2021 | Market Updates
“I argue that cost-effective risk mitigation, when done well, doesn’t just take you out of risk, but actually allows you to take on more risk.” Mark Spitznagel We’d tweak “take on more risk” to “pursue more return” but...
