“Doing a great job managing expectations is really the first step for a stock and company to regain their credibility”

by Marketing | Dec 9, 2022 | Market Notes, Media Notes

Three Stock Lunch: DocuSign, Lululemon and Broadcom     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes only and the...

“While yields on munis have jumped, it’s still vital for investors to look at each bond’s credit rating because “getting your money back” is key”

by Marketing | Nov 15, 2022 | Market Notes, Media Notes

Beauty of muni bonds is tax-free income. Here are three key takeaways for investors     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for...

“The lack of new high-yield issuance may be a signal that there’s limited appetite for high-yield bonds”

by Marketing | Oct 10, 2022 | Market Notes, Media Notes

Investors are dipping a toe back into high-yield ETFs. Here’s what you need to know     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is...

“Costco shows lots of near-term upside from gas margins”

by Marketing | Sep 26, 2022 | Market Notes, Media Notes

Costco shows lots of near-term upside from gas margins, says Aptus Capital’s David Wagner     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is...

“Bristol Myers shows fundamental momentum”

by Marketing | Sep 13, 2022 | Market Notes, Media Notes

Bristol Myers shows fundamental momentum, says Aptus Capital Advisors’ David Wagner     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for...