by Marketing | May 7, 2025 | Monthly Note
2025 May 2025: Durability in Divergence = Success April 2025: Own the Risk, Hedge the Tail March 2025: Winning the Long-Term Money Game February 2025: Losing Money Safely January 2025: Looking to 2025 2024 December 2024: Giving Thanks November 2024: Portfolio...
by Aptus PM Team | May 6, 2025 | Equity Case Studies, Equity Research, Research Reports
Accenture PLC Class A (ACN) Case Study Alphabet Inc. (GOOGL) Case Study Apple Inc. (AAPL) Case Study Amazon.com Inc. (AMZN) Case Study American Tower Corp (AMT) Case Study Berkshire Hathaway Inc. Class B (BRK.B) Case Study Broadcom Inc. (AVGO) Case Study Broadridge...
by Aptus PM Team | May 5, 2025 | Market Updates
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: Historic April Consumer Debt Metrics...
by JD Gardner | May 5, 2025 | Market Updates
No matter your time horizon, higher ending values of an investment portfolio are a good thing. That’s usually the goal. Invested wealth grows through time. It’s our job to help deliver solutions that recognize risk tolerance/capacity constraints and provide a return...
by Aptus PM Team | Apr 3, 2025 | Fact Sheets, Most Read
Multi-manager portfolios designed to help clients stay invested through the ups & downs of market cycles. The HNW models build around ETFs but include a sleeve of 15 equities that we believe can add both compounding and tax harvesting opportunities. Aptus Impact...
