Rex Berger is joined by David Wagner, CFA and Head of Equities at Aptus Capital Advisors. Together, they unpack how the GCA-Aptus partnership helps clients invest with more clarity by focusing on structure, not speculation.

They dig into why traditional 60/40 portfolios are falling short, how Aptus uses creative strategies like ACIO to own more stocks without taking on more risk, and why conviction matters more than ever in volatile markets.

This episode covers:

• The importance of structure when markets shift
• Why the ACIO structure is a better strategy
• What makes the Compounders equity sleeve a high-conviction success
• Why market timing often backfires and what to do instead