Aptus 3 Pointers, October 2025

Aptus 3 Pointers, October 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:   October Performance Fiscal Stimulus FOMC...
Aptus 3 Pointers, October 2025

Aptus 3 Pointers, August 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:   August Rally Steepening Yield Curve...
Aptus 3 Pointers, October 2025

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...
The Importance Of Continuity Planning

The Importance Of Continuity Planning

Aptus is joined by Scott Leak,CFP® Senior Consultant and Director of Business Development at FP Transitions. During this session we discuss the importance of continuity planning, updates on the M&A landscape, valuation methodologies and drivers of equity value....
The Importance Of Continuity Planning

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...