by Aptus PM Team | Oct 1, 2026 | Appearances, Market Updates
Q3 2026 Market Update: Wall of Worry Meets the Wall of Money Watch our Q3 recap, and look ahead to Q4, with: JD Gardner, CFA & CMT Founder———————Chief Investment Officer Dave Wagner, CFA Head of Equity———————Portfolio Manager John Luke Tyner, CFA Head of Fixed...
by Marketing | Aug 5, 2026 | Market Updates
Mobile Bay is protected by Fort Morgan on one side and Fort Gaines on the other. There’s history— “Damn the torpedoes! Full speed ahead!”—and an abundance of life at the intersection of the bay and the Gulf of America. Within a relatively short distance, you have...
by Aptus PM Team | Jul 1, 2026 | Appearances, Market Updates
Q2 2026 Market Update: Ready for Earnings Q2 recap, and look ahead to Q3, with JD Gardner, CFA & CMT, Dave Wagner, CFA, and John Luke Tyner, CFA. Topics: Iran, Inflation, Warsh Regime Earnings Outlook Helping Clients Stay Comfortable For our expanded thoughts on...
by Brian Jacobs | May 13, 2026 | Blog, Investment Concepts
Most portfolios are decorated. Fewer are built by an architect. The difference shows up in the storm. A decorator works the surface. They pick what looks good in the current light and refresh it when tastes change. An architect works the structure. Load paths,...
by Aptus PM Team | Apr 6, 2026 | Appearances, Market Updates
In this Q1 2026 recap and look ahead to Q2 2026, the Aptus Investment Team discussed: AI Pros and Cons Macro: Iran, Rates, Tariffs Earnings Outlook Helping Clients Understand For our expanded thoughts on the quarter, check out more resources below. Access Q1 2026...
