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...
by Aptus PM Team | Aug 25, 2025 | Blog, Bonds
We wanted to put together a note to discuss the recent underperformance of municipal bonds relative to their taxable brethren (MUB vs AGG, shown below). Tax-free bonds have faced a number of headwinds throughout 2025, and even with the decline in interest rates, they...
by Aptus PM Team | Aug 22, 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 rate-cutting regimes to earnings season, inflation to consumer health, and stock buybacks. Have a great weekend! Dave:...
