by Brian Jacobs | Feb 10, 2026 | Blog, Investment Concepts
At Aptus, we are obsessed with the “math of investment”—from drawdown management to the nuances of the CAPE ratio. But for the select circle of advisors we partner with, the conversation often shifts to the most predictable form of alpha available: tax...
by Aptus PM Team | Feb 6, 2026 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from market rotation and a broadening economy, to endless spending by AI hyperscalers and the US government. Have a great weekend! ...
by David Wagner | Feb 3, 2026 | Blog, Market Updates
Market Recap → A Month of Headline Digestion: The theme of January is perhaps best captured in how the black swan events that cropped up— Venezuela, Japan, Greenland—were unable to derail the cyclical and secular momentum that has been driving stocks for much of the...
by Aptus PM Team | Jan 30, 2026 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from market expectations to corporate fundamentals, a resilient economy relative to others, and changes in business over recent decades....
by John Luke Tyner | Jan 30, 2026 | Blog, Bonds
January FOMC The Fed held its policy rate in the 3.5-3.75% range earlier this week, largely as expected. The vote was 10-2, where Governors Miran and Waller dissented in favor of a -25bp reduction (Bowman did not dissent). The Fed noted better growth and “some...
by Brian Jacobs | Jan 26, 2026 | Blog, Investment Concepts
Equity markets have recently been dominated by the “Magnificent” few and a relentless bid for high-beta tech. Suggesting that lower volatility stocks can retain their documented long-term benefit feels a bit like advocating for marathon training during a...
