Aptus Capital Advisors is leaning further into the growing appetite for “smoother ride” investing. The firm has unveiled a new laddered buffered ETF — ABUF — priced at a 0.30% expense ratio, a level it argues undercuts many existing products in a category that has...
Watch our recent webinar as JD Gardner, CFA & CMT, and Brad Rapking, CFA, discuss our strategy on building edge in these simple structures. Topics Portfolio Role for Buffered Funds Structural Edge in Aptus Buffered ETFs Mechanics of ABUF Or contact us at...
JD spent a few minutes with Wealth Management.com at the Advyzon conference to speak about Aptus' More Stocks, Less Bonds approach to the options-based ETF space. As options-based ETFs surge in popularity, this conversation breaks down where real asset-allocation...
Brian Jacobs, Portfolio Manager & Investment Solutions, recently joined Ben Carlson and the team at The Compound to dive deep into the world of option-based ETFs and hedged equity strategies. They discussed how investors can use tools like option collars and...
Recently, JD sat down with Keith Black, Managing Director of the RIA Channel, to discuss why buffer ETFs can offer better hedging characteristics than fixed-income allocations. There has been significant innovation in ETFs, adding buffer and defined outcome strategies...
' New products on the shelf "A brief credit scare in October underscored those risks. But the overall positive landscape for bonds — along with ETF innovations that tap into options trades like box spreads — is fueling more borrowing and debt-tied investment...
Recently, JD Gardner joined the ETF Prime podcast. “JD Gardner, Founder of Aptus Capital Advisors, goes inside the decision to launch the lowest-cost buffer ETFs and the outsized role investor behavior plays in long-term returns.” Nate Geraci, President...
Recently, Brian Jacobs, CFA, joined The ETF Store podcast to discuss: ACIO DRSK UPSD Investor behavior Asset allocation to options Market outlook Prefer to read through the episode? Access a summary here.With respect to ACIO and DRSK, each ETF seeks current...
Recently, Brian Jacobs, CFA, joined Bloomberg ETF IQ during the Drill Down segment (join at 16:38 to jump ahead to UPSD). The show focuses on the opportunities, risks and current trends tied to the trillions of dollars in the global exchange traded funds industry....
Our federal government is operating at substantial deficits. While that may add to the risk of a debt crisis, we think the real risk for investors is losing purchasing power. JD recently spoke with David Dierking of IBD about our approach to embracing risk assets,...