by Aptus PM Team | Jul 14, 2026 | Equity Research, Market Updates
We understand that pricing drives narrative around stocks, not fundamentals. And when a stock underperforms, it’s perceived by investors that the company is not executing or has lost its edge. It’s also expected that good companies will only go up. This is not always...
by Marketing | Jul 7, 2026 | Monthly Note
2026 July 2026: Earnings Tailwinds June 2026: The Human Edge May 2026: Preparation > Prediction April 2026: Macro Interference March 2026: The Productivity Miracle You Need to Capture February 2026: Simple Formulas January 2026: Driving Higher CAGRs 2025 December...
by Aptus PM Team | Jul 2, 2026 | 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...
by Aptus PM Team | Jul 2, 2026 | Fact Sheets, Most Read
Multi-manager portfolios designed to help clients stay invested through the ups & downs of market cycles Aptus Impact Series ETF Composite Fact Sheet
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...
