How do elections and rate changes affect your investment portfolio?
Join Michelle for an engaging conversation with John Archbold and James Yahoudy, two members of the expert investment team supporting Gessner Wealth Strategies called Aptus Capital Advisors. Together, they explore the dynamic world of investments, unpacking Aptus’ unique investment philosophy and the potential impact of recent events, like elections, on your portfolio. With decades of experience, John and James share actionable insights and proven strategies to help you navigate market changes with confidence.
Key conversations include:
- Understanding the historical market performance trends during election cycles and their impact
- Why owning more stocks might be crucial in an inflationary environment
- How put options can act like insurance for your investments
- How recent regulatory changes have made advanced investment strategies more accessible to the average investor
Resources:
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About John Archbold:
John Archbold is responsible for ongoing advisor and client support and education. He is passionate about ensuring that the advisor and client experience at Aptus is of the highest quality and prioritizes improving financial outcomes for clients.
John spent previous years working with high-net-worth investors and their advisors, most recently at Brinker Capital. Before that, he spent several years working in the private credit and private equity arena at FS Investments. Earlier in his career, John was a financial advisor and a Regional Marketing Director for the Hartford Funds.
John holds the Chartered Financial Analyst designation from the CFA®Institute and is a member of the CFA® Society of Philadelphia and the CFA® Institute. He received his undergraduate degree in Political Science at Syracuse University. John holds the Series, 7, 24, and 63 licenses.
John lives with his family in Haddonfield, New Jersey. John and his wife, Emily, share a passion for food and wine and even got their Sommelier certifications. His son Charlie and dog Hilde keep him on his toes and on the move as much as possible. It was Charlie who at the age of three became enamored with golf and finally roped his father into the game at age forty. Other hobbies include an obsession with history, trying to become a better chess player, and still playing any and all sports in his middle age.
About James Yahoudy:
James Yahoudy’s primary focus is supporting advisors with all things to enhance the client experience. Whether the support is directly from the Aptus suite of services or a technology change outside of what we do –he is ready to roll up his sleeves to support.
James has worked as an advisor and closely with advisors since 2010. He most recently came from TD Ameritrade Institutional working with RIAs in a variety of practice management areas and assisting breakaway brokers in the process of going independent.
James is a CERTIFIED FINANCIAL PLANNER™ and graduated from the University of North Texas with a Bachelor’s Degree in Finance. He completed his certificate program in Financial Planning from Southern Methodist University.
James lives in the Dallas area with his wife, Courtney, and son, Avett. He enjoys anything related to music, sports, and travel. His most recent trip may hit theatres soon entitled, Two dogs and a toddler drive 3000 miles.
About Michelle Gessner:
As a CERTIFIED FINANCIAL PLANNER™ professional, Michelle is passionate about building a life plan for her clients and helping them see that they have choices, which often comes to them as a pleasant surprise. She is an independent thinker and a huge advocate of her clients’ interests. Her greatest joy is working to do what is right for them and be their voice.
Michelle has a B.S. in Finance from the University of Colorado, Boulder, and an M.S. in Management from Boston University, Brussels. Growing up in Montana and moving to Colorado for college, she took out student loans and worked her way through all four years. After graduating in 1987 with honors, she accepted a job at Shell Oil in Houston, and worked her way up the corporate ladder to a management position before leaving in 1992 for Brussels, Belgium, where she lived for 4 years. In Brussels, she learned about different cultures and basic conversational French as well as pursuing and earning a graduate degree in management.
As a CERTIFIED FINANCIAL PLANNER™ professional, she is held to the highest standards set forth in the industry. She surrounds herself with a back office of experts in tax and investment research so that her clients have the best of both worlds – the resources of a large firm with the caring, dedication, and personal service of a small firm.
