Advance Your Wealth - Analyzing Key Investment Themes

Advance Your Wealth With Homer Smith

The market fluctuates. Plain and simple. But it's how we plan and react to these changes that makes all the difference!

On the latest episode of Advance Your Wealth, Homer welcomed Dave Wagner, Equity Analyst and Portfolio Manager with Aptus Capital Advisors, and John Luke Tyner, Portfolio Manager and Fixed Income at Aptus Capital Advisors, for a deep dive into some of the key investment themes that we should be observing these days.

Dave and John Luke share their insights on the current market situation, as well as their expectations on the future. This episode should leave you with some helpful takeaways for your own financial world!

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:15 - We're not trying to predict the future, but we want to be prepared

3:40 - Bringing the right research group to the table and optimize our work for clients

4:40 - Dave Wagner and John Luke Tyner share how Aptus Capital Advisors work with clients

6:36 - Why the market still remains up despite bigger concerns

8:57 - What led to the banking crisis?

12:20 - How the Feds are navigating this banking crisis and financial challenges

15:41 - Issues that could come to fruition

19:41 - How Aptus is approaching the near future and looking at portfolio construction

21:37 - We're a team that coordinates expertise for our clients

22:50 - How you can get in touch with Homer's team

23:20 - Closing remarks

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