Blog
Aptitudes and Attitudes
Our thoughts on money, life, simplicity, and the pursuit of happiness
The Road To DIYing Your Finances
Since 2011 Aptus has been on a journey with hundreds of clients who’ve taken on the challenge of self-managing their investments. I remember when my initial clients did their first backdoor Roth conversion; made that first trade...
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Effective Investing Doesn't Need To Be Complicated
Our overriding investment philosophy at Aptus is “keep it simple.” We believe simplicity beats complexity, not just in investments but in many facets of life. Your retirement outcome is more likely to be determined by your...
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Invest Simply And Wisely Using A Waterfall Of Tax-Efficient Accounts
The first, and by far the most important, step in building wealth is setting your savings rate. We recommend adopting and implementing a cash flow system to help sharpen your savings calculations. A good cash flow plan should help you...
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