Volatility and Lower Prices
According to Investopedia, the term risk asset generally refers to assets that have a significant degree of price volatility, suchRead more.
Impact and Behavior Gap
A relentless pursuit for impact – that’s the most encompassing explanation of how we spend our time at Aptus. WhatRead more.
The Perfect Portfolio
We’ve figured out what the perfect portfolio looks like… First let me say this – the perfect portfolio on paperRead more.
We use derivatives to turn uncertainty into known quantities. Yes, we used a financial dirty word, but derivatives used correctlyRead more.
Preparing for Success
I can’t take credit for the post/thoughts below. The credit goes to our Ghost Writer. I’m kidding – he’s actuallyRead more.
Valuations and Safe Withdrawal Rates
The implications of high valuations on investor outcomes is negative. For those investors that are or will be pulling fromRead more.
Worthy of the Leaping Shoulder Bump…
We found out this morning that Beckham passed Level 1 of the CFA exam. That’s worthy of a post to...Read more.
Hoopin’ in Philly
The team up in Broomhall, PA do a lot of things well, two of those things we’ll note today: Driveway...Read more.
This Tool Should Be Banned
Morningstar – most people have heard of the company. They provide various tools and services for investors and advisors, manyRead more.