by Aptus PM Team | Mar 3, 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, Derek, John Luke, and Dave spend a few minutes on each of the following: February Dispersion Bonds Rally...
by Aptus PM Team | Feb 3, 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, James, John Luke and Dave spend a few minutes on each of the following: January Returns Fed Chair Change...
by Aptus PM Team | Dec 18, 2025 | Market Updates, Webinar
We held a webinar to recap 2025 and look ahead to 2026, and wanted to share the replay. We break down insights from our latest outlook piece, “Be an American Psycho,” including how to evaluate hurdle rates when constructing portfolios. The discussion also covers major...
by Aptus PM Team | Dec 5, 2025 | Equity Research, Webinar
Watch as James Yahoudy, CFP, Brad Rapking, CFA, and Dave Wagner, CFA, discuss December’s Compounders Trade Rationale. Topics Covered: Buy/Sell Amphenol Corp (APH): What Do They Do? The Decentralized Structure The Fundamentals Where Could the Team Be...
by Aptus PM Team | Dec 2, 2025 | 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, John Luke and Dave spend a few minutes on each of the following: November Recap Rate Outlook EPS Outlook...
by Aptus PM Team | Dec 1, 2025 | Market Updates, Webinar
Portfolios that are built for today’s market with ease of implementation through Schwab’s Model Market Center™. Aptus and Schwab got together to discuss: Portfolio strategies to mitigate the impact of ongoing monetary and fiscal expansion Different...
