September 2024 Aptus Compounders Trade Rationale

February 2024 Rebalance Rationale

  Investors should have one goal – to compound capital. A sufficient compounded return is at the heart of all things related to financial goals. The main objective of our investment team is delivering sufficient compound returns for our clients while maintaining...
September 2024 Aptus Compounders Trade Rationale

July 2023 Rebalance Rationale

The first half of 2023 was wild, and far from most expectations. Risk assets sold off during the Silicon Valley Bank collapse in March, then rose just as quickly. Through its resolution, and onto the First Republic collapse and fears of the Debt Ceiling debate, a...