by Aptus PM Team | Oct 1, 2026 | Appearances, Market Updates
Q3 2026 Market Update: Wall of Worry Meets the Wall of Money Watch our Q3 recap, and look ahead to Q4, with: JD Gardner, CFA & CMT Founder———————Chief Investment Officer Dave Wagner, CFA Head of Equity———————Portfolio Manager John Luke Tyner, CFA Head of Fixed...
by Aptus PM Team | Jul 1, 2026 | Appearances, Market Updates
Q2 2026 Market Update: Ready for Earnings Q2 recap, and look ahead to Q3, with JD Gardner, CFA & CMT, Dave Wagner, CFA, and John Luke Tyner, CFA. Topics: Iran, Inflation, Warsh Regime Earnings Outlook Helping Clients Stay Comfortable For our expanded thoughts on...
by Aptus PM Team | Apr 6, 2026 | Appearances, Market Updates
In this Q1 2026 recap and look ahead to Q2 2026, the Aptus Investment Team discussed: AI Pros and Cons Macro: Iran, Rates, Tariffs Earnings Outlook Helping Clients Understand For our expanded thoughts on the quarter, check out more resources below. Access Q1 2026...
by Aptus PM Team | Oct 1, 2025 | Appearances, Market Updates
In this Q3 Outlook, the Aptus Investment Team discussed: Strong Earnings and Market Dispersion Reassessing Fixed Income: Duration Still at Risk? Equity Market Themes: Breadth, Quality, and AI Policy Environment and Fiscal Realities Market Structure and Behavioral...
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...
