Aptus Capital Advisors’ Post

This Student of the Market examines how bonds make a historic rebound along with a bounce back in 60/40 portfolios. This overview also includes more data on the bond market and how to understand changes to interest rates and bond returns by looking at history. #financialplanner #wealthmanagement https://lnkd.in/gW5H4ven

This Student of the Market examines how bonds make a historic rebound along with a bounce back in 60/40 portfolios. This overview also includes more data on the bond market and how to understand changes to interest rates and bond returns by looking at history. #financialplanner #wealthmanagement https://lnkd.in/dvu_pmv7

This Student of the Market examines how bonds make a historic rebound along with a bounce back in 60/40 portfolios. This overview also includes more data on the bond market and how to understand changes to interest rates and bond returns by looking at history. #financialplanner #wealthmanagement https://lnkd.in/geVEn-mf

This Student of the Market examines how bonds make a historic rebound along with a bounce back in 60/40 portfolios. This overview also includes more data on the bond market and how to understand changes to interest rates and bond returns by looking at history. #financialplanner #wealthmanagement https://lnkd.in/gzFHusDi

Private Wealth Advisor Joseph W. Spada, CFP® is an ardent believer in putting your money where your mouth is. With approximately 30% of his portfolio in private markets, Joe maintains that alternatives offer a strong opportunity for investors. According to him, it's critical that advisors learn the ins and outs of private markets to explain the advantages and potential risks to clients in a way that’s easy to understand. Read more about the asset class in Gregg Greenberg’s latest piece for InvestmentNews: https://lnkd.in/eYrRWDfi #SummitStrong #Alts #PartneredIndependce #Culture #privatemarkets #alternativeinvestments

This is first-class from my co-author Ben Carlson, CFA — 20 lessons he's learned from 20 years of managing clients' money 👇 #Investing #WealthManagement #AssetManagement https://lnkd.in/eS6qvy8V

Over 10 years of managing money has taught me a lot. Here are 20 lessons that have stood the test of time, including that intelligence doesn't guarantee investment success, and there is no such thing as a perfect portfolio. Remember, experiences shape your perception of risk, and our emotions are rigged, not the stock market. And, of course, the only client question that matters is: "Am I going to be OK?" #investing #moneymanagement #wealth #finance #wealthmanagement #canaccordgenuity #investir

People’s perceptions of risk tend to be shaped by their own lifetime experiences. That’s another reason there is no single perfect portfolio. Financial professional Ben Carlson has spent two decades in the investment business and cites that need for an individual approach as one of 20 lessons he’s learned along the way. #wealthmanagement #retirementplanning #independentfinancialadvice

Discover timeless strategies from legends like Buffett, Munger, and Soros. Whether you're looking to pay off debt or grow your portfolio, their wisdom is your key to success.👇 #InvestmentWisdom #RichestInvestorsTips #WealthBuilding #InvestorInsights #MoneyManagement #WealthMindset #UGC #UnitedGlobalCapital