The Future is in the Long Tail
If any of this triggers thoughts/questions, please reach out.  Fun to think on and through the future of financial services.  There’s
Robbery in the Bond Market
Venk Reddy has an article on Advisor Perspectives, Robbing 2020 to Pay 2019: A Reality Check for Fixed Income, and
Performance Chasing
This is a post for any advisor that uses models or third-party management of any kind and is out there
Model vs Custom Portfolio
Custom models, off the shelf models, and everything in between - that’s what we do day in and day out. 
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