The Market in Pictures, August 8

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from earnings hits/misses and Big Tech dominance, to mixed economic data and mixed markets, and comparing this market to the past. Have a...
Aptus 3 Pointers, July 2025

Aptus 3 Pointers, July 2025

Given the popularity of our weekly Market in Pictures, we started the habit of picking out a few and going into more detail with our PMs. In this edition, John Luke and Dave spend a few minutes on each of the following:   July Rally Healthy Consumer Earnings...
Impact Series HNW Allocations

Impact Series HNW Allocations

Multi-manager portfolios designed to help clients stay invested through the ups & downs of market cycles. The HNW models build around ETFs but include a sleeve of 15 equities that we believe can add both compounding and tax harvesting opportunities. Aptus Impact...

The Market in Pictures, August 1

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from Fed debates to mixed economic data, to AI spending and corporate earnings, and stagnant housing and summer markets. Have a great...