Episode 29

Published on:

15th May 2023

Advance Your Wealth - Analyzing Key Investment Themes

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!


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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About the Podcast

Advance Your Wealth With Homer Smith
Financial advice to generate the results you expect and desire
Advance Your Wealth With Homer Smith provides you and your business with the financial advice needed to make calculated decisions moving forward. With over 18 years of industry experience, Homer Smith, Private Wealth Advisor with Konvergent Wealth Partners, understands the importance of a commitment to customer service and strives to help clients pursue their financial goals towards aspirations and retirement.

Each episode we'll take a deep dive into a different complex topic surrounding personal and business wealth management. So sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and topics.

Investment advice offered through Integrated Financial Partners, doing business as konvergent wealth partners, a registered investment advisor.