Aptus Q2 2025 Newsletter: Bull Market, Don’t Go Changin’

Don’t Hold the Bag

There’s noise… so much noise. The headlines, data, and stuff that just don’t matter bombard investors. It’s our own dang fault. The noise only exists because there’s demand for it. Investors click on the bait and even make decisions off the emotions triggered by the...
Aptus Q2 2025 Newsletter: Bull Market, Don’t Go Changin’

Aptus 3 Pointers, May 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:   Follow Through from April Lows...
Aptus Q2 2025 Newsletter: Bull Market, Don’t Go Changin’

Aptus 3 Pointers, April 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:   Historic April Consumer Debt Metrics...
Aptus Q2 2025 Newsletter: Bull Market, Don’t Go Changin’

Durability in Divergence = Success

No matter your time horizon, higher ending values of an investment portfolio are a good thing. That’s usually the goal. Invested wealth grows through time. It’s our job to help deliver solutions that recognize risk tolerance/capacity constraints and provide a return...