Housing Market and Affordability: A Closer Look at Today’s Dynamics
The housing market today is caught in a strange juxtaposition. While home prices and down payments are elevated in dollar terms, they remain within historical norms when...
The Market in Pictures, November 15
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence: Brad: Stocks had...
Helping Clients Understand the Move in Rates
For help thinking through this, contact your PM or reach us at [email protected]. Yields Up Big After Rate Cuts?Bond Yields Are Broken Down into 2 Components:#1: Expected Fed...
Utilizing Volatility Expectations to Guide Risk Taking
In a recent post, Selling Puts as a Form of Risk Management, we explored using volatility indicators like the VIX to inform portfolio decisions. Building on that, this guide...
Learning Greek, with a Formula One Translator
Options can be a very challenging concept for investors to get their minds around, particularly given some of the complex math involved in trading and hedging positions....
The Market in Pictures, November 8
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence: Brian: We’re in...
Long Term Rates Diverging From Fed Policy
As expected, the Fed opted to cut rates by 25bps in November, taking the Federal Funds rate to a range of 4.50% to 4.75%. Marking now the second consecutive reduction in...
Aptus Musings: It’s Over
It's over. But, in a way...it has only just begun. Election Superlatives: 9 out of the past 10 elections, the results have yielded a situation where power flipped parties....
John Archbold: Are Put Options the New Bonds?
Recently John Archbold, CFA, Client Portfolio Manager here at Aptus, contributed to Josh Welsh's article on InvestmentNews.com. "Arch" emphasized why financial advisors and...
The Market in Pictures, November 1
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence: Arch: Are...
The opinions expressed herein are those of Aptus Capital Advisors (“Aptus”) and are subject to change without notice. Aptus reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that their assessment of investments will be accurate. There is no guarantee that strategies or recommendations will equal or exceed any expectations or goals discussed.
The opinions expressed herein are those of Aptus Capital Advisors (“Aptus”) and are subject to change without notice.
Past performance is not indicative of future results. This material is not financial advice or an offer to sell any product. The information contained herein should not be considered a recommendation to purchase or sell any particular security. Forward looking statements cannot be guaranteed.
The content represented on this blog offers generalized research, not personalized investment advice. It is for informational purposes only and does not constitute a complete description of our investment services or performance. Nothing in this commentary should be interpreted to state or imply that past results are an indication of future investment returns. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with an investment & tax professional before implementing any investment strategy. Investing involves risk. Principal loss is possible.
The content represented on this blog or when a page is marked “Advisor Use Only” or “For Institutional Use”, the content is only intended for financial advisors, consultants, or existing and prospective institutional investors. These materials have not been written or approved for a retail audience or use in mind and should not be distributed to retail investors. Any distribution to retail investors by a registered investment adviser may violate the new Marketing Rule under the Investment Advisers Act. If you choose to utilize or cite material we recommend the citation, be presented in context, with similar footnotes in the material and appropriate sourcing to Aptus and/or any other author or source references. This is notwithstanding any considerations or customizations with regards to your operations, based on your own compliance process, and compliance review with the marketing rule effective November 4, 2022.
Aptus is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Aptus including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available at www.aptuscapitaladvisors.com or by calling 251.517.7198.
Aptus Capital Advisors, LLC is headquartered in Fairhope, Alabama.
Subscribe To Our Blog