The Report

Volatility and Lower Prices

According to Investopedia, the term risk asset generally refers to assets that have a significant degree of price volatility, such

Impact and Behavior Gap

A relentless pursuit for impact – that’s the most encompassing explanation of how we spend our time at Aptus. What

The Perfect Portfolio

We’ve figured out what the perfect portfolio looks like… First let me say this – the perfect portfolio on paper

Defining Uncertainty

We use derivatives to turn uncertainty into known quantities. Yes, we used a financial dirty word, but derivatives used correctly

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

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

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...

Hoopin’ in Philly

The team up in Broomhall, PA do a lot of things well, two of those things we’ll note today: Driveway...

This Tool Should Be Banned

Morningstar – most people have heard of the company. They provide various tools and services for investors and advisors, many

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