by David Wagner | Nov 3, 2025 | Blog, Market Updates
Market Recap October 2025: The seasonals did not seasonal, as a historically known weak month, had strong returns for risk assets. In October 2025, the U.S. stock market delivered robust gains, with the S&P 500 climbing about 2.3% and setting new all-time highs,...
by David Wagner | Oct 16, 2025 | Blog, Market Updates
With earnings season beginning this morning, I decided to write our Q3 2025 Earnings Preview on a flight to Omaha. And while heading to this special investment city, it’s hard to not be reminded of Warren Buffett, but many of you know my thoughts on The Oracle of...
by David Wagner | Oct 9, 2025 | Blog, Market Updates
Before I start, I’ve continued to receive a lot of questions regarding the U.S. v. International debate. One of the main rules of Wall Street is that attitude follows performance… and performance abroad has been quite good lately. Our team...
by David Wagner | Oct 3, 2025 | Equity Research
What Has Been Going on Underneath the Hood of the Portfolio? We’ll be blunt in this first comment; it’s been a very difficult 2025 for the Aptus Compounders strategy. When running and investing in a highly concentrated stock strategy, like this one, there will...
by David Wagner | Oct 3, 2025 | Blog, Market Updates
Market Recap September 2025 – Life Certainly Looks Like Easy Street in the Equity Markets: It’s always easier when the markets are going up. Equities have continued to press to all-time highs, and long rates have continued lower. We find it difficult to poke too many...
