Aptus 3 Pointers, February 2025

Aptus 3 Pointers, February 2025

Given the popularity of our weekly Market in Pictures, we started the habit of picking out a few and going into more detail with our PMs. In this edition, John Luke and Dave spend a few minutes on each of the following:   A Wild February Growth Worries?...
Aptus 3 Pointers, February 2025

Winning the Long-Term Money Game

If we gave you a million dollars to invest today, with the objective of delivering the highest compounded annual growth rate (CAGR) over a typical 30 year period, where would you invest that money? Here’s the catch, you only have 2 choices: Stocks Bonds Let’s consider...
Aptus 3 Pointers, February 2025

Losing Money Safely

You can let fear keep you out of risk assets (stocks), a lot of people do, but they are going higher with or without you. The show will go on. It must. There will be ups and downs as there always are, but the pickle the Fed and our government find themselves in is...
Aptus 3 Pointers, February 2025

Aptus 3 Pointers, January 2025

Given the popularity of our weekly Market in Pictures, we started the habit of picking out a few and going into more detail with our PMs. In this edition, John Luke and Dave spend a few minutes on each of the following:   January 2025 Performance Inflation Trade...
Aptus 3 Pointers, February 2025

Aptus Q4 2024 Newsletter

Bears Sound Smart; Bulls Continue to Make Money   It was Déjà vu for the markets in 2024, as the S&P 500 returned 25.0%, officially entering into the third year of the current bull market rally. In fact, this was the first time since 1998 and 1999 that the...