by Aptus PM Team | Sep 11, 2025 | Appearances
Options have become an increasingly valuable tool for enhancing portfolios, and we’ve integrated ETF strategies to further strengthen that approach within our model portfolios. For high net worth clients, account-level option strategies can also play an important role...
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 | Jul 1, 2025 | Appearances, Market Updates
In this Outlook, the Aptus Investment Team discussed: Equity Markets Review Fixed Income Markets Review Important Topics of Discussion The Good, the Bad, & the Ugly Biggest Thoughts Affecting Advisors For our expanded thoughts on the quarter, check out more...
by Marketing | Jun 3, 2025 | Appearances, Market Notes, Media Notes
Recently, Brian sat down with Ryan Nauman of Zephyr Financial Technologies to discuss the primary risks of market volatility and the compounding ability of returns, emphasizing the need to focus on real returns over time. In this episode of Zephyr’s Adjusted for...
by Aptus PM Team | Apr 1, 2025 | Appearances, Market Updates
In this Outlook, the Aptus Investment Team discussed: The rotation of trades of Q1 Policy, expectations from the White House, Treasury, and FOMC The state of corporate earnings Portfolio considerations to maximize client outcomes For our expanded...
by Aptus PM Team | Jan 2, 2025 | Appearances, Market Updates
In this Outlook, the Aptus Investment Team discussed: Differentiated Thoughts Market Commentary What Could Derail the Market Positioning Moving Forward Fixed Income Markets For our expanded thoughts on the quarter, check out more resources below. Access Q4 2024...
