Volatility and Lower Prices
According to Investopedia, the term risk asset generally refers to assets that have a significant degree of price volatility, such
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Impact and Behavior Gap
A relentless pursuit for impact – that’s the most encompassing explanation of how we spend our time at Aptus. What
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The Perfect Portfolio
We’ve figured out what the perfect portfolio looks like… First let me say this – the perfect portfolio on paper
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Defining Uncertainty
We use derivatives to turn uncertainty into known quantities.  Yes, we used a financial dirty word, but derivatives used correctly
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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 actually
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Valuations and Safe Withdrawal Rates
The implications of high valuations on investor outcomes is negative.  For those investors that are or will be pulling from
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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...
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Hoopin’ in Philly
The team up in Broomhall, PA do a lot of things well, two of those things we’ll note today:  Driveway...
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This Tool Should Be Banned
Morningstar – most people have heard of the company.  They provide various tools and services for investors and advisors, many
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The Real Value of a Financial Advisor
Today’s post is our first guest blog post and we are excited about it.  Over the last 12 months we
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