by Aptus PM Team | Sep 5, 2025 | Blog, Charts
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 jobs and the economy to the FOMC and market sentiment, and earnings impact and long-term winners and losers. Have a great weekend;...
by Aptus PM Team | Sep 2, 2025 | Market Updates, Webinar
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: August Rally Steepening Yield Curve...
by Aptus PM Team | Aug 29, 2025 | Process Papers
Investors love to talk about performance. Advisors love to show charts. But the number that matters most is the return clients actually capture, both pre-tax and after-tax, while still protecting against inflation and market drawdowns. Traditional portfolios often...
by Aptus PM Team | Aug 29, 2025 | Blog, Charts
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 small-cap strength to earnings season, interest rates and housing, and tariffs and energy flows. Have a great long weekend! ...
by Aptus PM Team | Aug 28, 2025 | Appearances
Aptus Capital Advisors offers a range of custom Option Overlay strategies that aim to a) generate income, b) facilitate tax-efficient transitions, and/or c) provide downside hedging for clients with concentrated stock positions. Watch as John Luke, CFA, and Jake...
