by Aptus PM Team | Sep 29, 2023 | Appearances, Market Updates
Globally, YTD equity performance has been dramatically US-biased, but mostly in the first 5 months. Here recently all eyes have been on rates. The 10-year fell to its year-to-date low on April 6th at 3.28%. At quarter end, its value rested at roughly 4.61%. In less...
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....
by Marketing | Jul 27, 2023 | Appearances, Market Notes, Media Notes
On July 5, 2023, JD Gardner sat down with Meb Faber from Cambria Investment Management. The episode has an overarching theme that can be summarized by a quote from JD himself: “A strategy’s return is much less important than an investor’s return while exposed to the...
by James Yahoudy | Jun 29, 2023 | Appearances, Portfolios, Webinar
As we hit the halfway point in the year, investors remain on edge given recessionary worries, persistent inflation, and a slowdown in growth. Yet, we continue to see leadership in markets driving us into the 11th best start to the year for the S&P since 1928 (as...
by Aptus PM Team | Mar 30, 2023 | Appearances, Portfolios, Webinar
Powell may have gone to Princeton but his chances of a soft landing might not be the same Cinderella story as their basketball team… We’ve seen collateral damage from recent Fed policy, driving volatility in financial stocks. Inflation continues to remain...
by Aptus PM Team | Mar 9, 2023 | Appearances, Portfolios, Webinar
Clients pay you for financial advice, and ultimately expect results. During this session we will talk through best practices in both overseeing and constructing portfolios through technology and the right support. A confident client sticks to your plan: at Aptus we...
