“Providing clients with a reliable income stream is a vital component of a well-rounded portfolio”

by Marketing | Sep 13, 2023 | Market Notes, Media Notes

ISO reliable yield in today’s high-rate environment 

“After a tug of war in the data this week, the evidence is now showing more economic resilience than what economists and and market participants were expecting”

by Marketing | Sep 7, 2023 | Market Notes, Media Notes

Stock-market investors just got reminded that the inflation fight isn’t over

“You’re going to have to pay basically an arm and leg for valuation coming in here”

by Marketing | Sep 6, 2023 | Market Notes, Media Notes

Arm IPO, valuation won’t live up to the hype: Portfolio manager

“I think markets will continue to go up until there’s some contrary data to make markets move down”

by Marketing | Sep 5, 2023 | Market Notes, Media Notes

 Stocks will try to keep momentum, but September seasonality and other headwinds await

The Importance Of Continuity Planning

by Marketing | Aug 31, 2023 | Appearances, Webinar

Aptus is joined by Scott Leak,CFP® Senior Consultant and Director of Business Development at FP Transitions. During this session we discuss the importance of continuity planning, updates on the M&A landscape, valuation methodologies and drivers of equity value....