![]() Vanguard’s strength can be attributed to more than $2 billion in net inflows each for the trio of the Vanguard High Dividend Yield Index ETF ( VYM A+), the Vanguard S&P Small-Cap 600 ETF ( VIOO B+), and the Vanguard Total Stock Market ETF ( VTI A), with $2.7 billion, $2.2 billion, and $2.2 billion in net inflows respectively. State Street, meanwhile, saw the next biggest number but in the opposite direction as its SPDR ETF suite saw -$4.3 billion in net outflows. Vanguard’s ETF suite stood out in the Issuer League over the last week with $17.6 billion in net inflows, as its AUM continues to hover just around that $2 trillion AUM market, having fluctuated up and down over the last few weeks. Panagram Structured Asset Management, LLC ![]() Matthews International Capital Management Gold, too, stood out, as investors are perhaps flocking to the precious metal as a source of stability. We ask our clients to commit to at least one year of ongoing support and at least the first annual review, and most of our clients stay with us much longer.The last week has seen some potent volatility to put it mildly, but that hasn’t stopped the ETF Issuer League from plugging along, headlined by some dramatic inflow numbers for Vanguard and some striking outflows for State Street’s SPDR ETF suite. Limited Review – $1,680 plus a recommended minimum of 12 months of AptusCare or AptusCare Limited ongoing planning support and at least the first annual reviewįinancial planning is an ongoing process and we do not believe one-time plans are effective.Enhanced Comprehensive Plan – $4,480 plus a recommended minimum of 12 months of AptusCare ongoing planning support and at least the first annual review.Comprehensive Plan – $3,360 plus a recommended minimum of 12 months of AptusCare ongoing planning support and at least the first annual review.Ideal Client: Early-career physicians aspiring to DIY with our guidance.Services: Financial planning, investment management, student loan management.This includes a 90-minute meeting as well as planning work before and after the meeting.ĪptusCare, AptusCare Limited and Annual Reviews – Ongoing planning support services, which include periodic assessments and dialogue to make sure you remain on track to achieve your financial goals. Limited Financial Review – Second set of eyes on your cash flow management, contingency planning and investment strategy. At the end of the process, the client receives a written report that serves as a blueprint to achieve financial independence. Aptus provides detailed to-do lists, guidance and support. We also offer flexible payment terms for physicians transitioning from residency or fellowship to their first attending position.įor clients who would like to learn more about Aptus, we conduct free introductory calls.Ĭomprehensive Financial Plan – Includes two 2-hour meetings, focused on cash flow management, contingency planning and investments. Our pricing is designed to eliminate conflicts of interest and foster transparent, objective advice from planners who are highly educated, experienced, and credentialed. Once a solid plan is in place, we teach our clients to invest on their own with our ongoing support and guidance. We offer a more limited review for experienced, confident DIYers who want to validate their current plan. We start with a comprehensive, guided planning process for most clients. We have designed hundreds of financial plans for physicians and are well-versed in your unique planning needs, including student loan repayment strategies, cash flow prioritization, and risk management. We believe most people can DIY their finances, which not only mitigates fees but also instills a greater sense of control and leads to better decisions and outcomes. Physician Wellness and Financial Literacy Conference – Park CityĪt Aptus, we have witnessed the incredible shift to Do-It-Yourself financial planning and investing by the physician community and have built a service to support people on varying points of the DIY continuum. ![]() ![]() Continuing Financial Education – Las Vegas.Financial Wellness and Burnout Prevention for Medical Professionals.
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