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...
by Aptus PM Team | Sep 29, 2022 | Appearances, Market Updates
Our PMs spend a ton of time on research and portfolio reviews, and I’ve made it a habit to grab 30 minutes to ask what they’ve been seeing. Given market conditions, we opened it up to advisors to make sure we were tackling the most common things on...
by Derek Hernquist | Aug 1, 2022 | Appearances, Media
Our PMs spend most of their time on research and portfolio reviews, but I’ve made it a habit to grab 30 minutes to ask what they’ve been seeing. Together with what we’re hearing in conversations with advisors, it’s a great opportunity to tackle the most common...
by Marketing | Jul 5, 2022 | Appearances, Webinar
For our Q2 update, you are joined by the Aptus Portfolio Team in our latest webinar: Managing Risk in Today’s Market Speakers: JD Gardner, CFA Founder/CIO John Luke Tyner, CFA Fixed Income Analyst/PM David Wagner III, CFA Equity...
