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 | Oct 1, 2026 | Market Updates
At Aptus, we treat volatility as an asset class. We own hedges so we can own more stocks. Most readers of our commentary have heard that more than once. But options do more work in our portfolios than hedging alone. We use them to protect the downside, to add yield,...
by David Wagner | Oct 1, 2026 | Market Updates
They’ve called Dolly Parton the Backwoods Barbie for decades, and she’s been warning folks not to buy the act since her very first hit. It was 1967, the song was “Dumb Blonde,” and the message was plain as a Tennessee morning: don’t...
by Aptus PM Team | Sep 2, 2026 | Market Updates, Webinar
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, Dave and John Luke spend a few minutes on each of the following: August Performance Supportive Earnings...
by Marketing | Aug 6, 2026 | Market Updates, Webinar
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, Dave and John Luke spend a few minutes on each of the following: July Earnings Elevated Dispersion...
by Marketing | Aug 5, 2026 | Market Updates
Mobile Bay is protected by Fort Morgan on one side and Fort Gaines on the other. There’s history— “Damn the torpedoes! Full speed ahead!”—and an abundance of life at the intersection of the bay and the Gulf of America. Within a relatively short distance, you have...
