Aptus 2023 Halftime Report

Aptus 2023 Halftime Report

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...

Performance Chasing

This is a post for any advisor that uses models or third-party management of any kind and is out there hunting for the best. It’s also applicable to the client that’s expecting Warren Buffett- type performance year in and year out from their advisor. Two background...

Model vs. Custom Portfolio

Custom models, off the shelf models, and everything in between – that’s what we do day in and day out.  Fortunately, we are busy. We’ve carved out a niche to provide service and economics for advisors exploring how to leverage the efficiency that models potentially...