by Aptus PM Team | Oct 3, 2024 | Appearances, Market Updates
In this recap, the Aptus Investment Team discussed the market backdrop, strong returns, the Fed’s monetary policy, and the fiscal policy environment. For our expanded thoughts on the quarter, please check out a few additional resources below: Access Q3 2024...
by Aptus PM Team | Sep 18, 2024 | Appearances, Market Notes
David Wagner, CFA, and John Luke Tyner, CFA get together for a discussion around the upcoming election and its impact on your asset allocation decisions. We aim to take the emotions of politics out of the conversation and look at what history tells us. The importance...
by Aptus PM Team | Jul 15, 2024 | Appearances, Market Notes, Media Notes
Recently, JD sat down with Keith Black, Managing Director of the RIA Channel, to discuss using options to transform asset allocation. Aptus has two sides to its business, one managing options-based ETFs and the other helping advisors manage and grow their practices....
by Aptus PM Team | Jul 1, 2024 | Appearances, Market Updates
The S&P has hit 31 new all-time highs so far this year, separation between market caps has continued to grow, bonds still haven’t had their rally in a far-from-normal bear market for fixed income, and all this in an election year. During this update, we...
by Marketing | Apr 30, 2024 | Appearances, Market Notes, Media Notes
Recently, JD sat down with Jay Hummel, CEO and co-founder of the Wealth Advisor Growth Network and host of The Deep Dive podcast. During this episode, JD and Jay discuss: How to differentiate your investment offering Effective client communication strategies...
by Marketing | Mar 5, 2024 | Appearances, Market Notes, Media Notes
You’ll recognize JD, but Alli from LibertyFi will be new to most of you. We couldn’t be more excited to have Alli and her crew on Team Aptus. LibertyFi does an amazing job helping advisors grow by taking middle and back office functions off of their plate....
