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 Aptus PM Team | Oct 1, 2026 | Market Updates
At Aptus, we treat volatility as an asset class. We own hedges so we can own more stocks. Most readers of our commentary have heard that more than once. But options do more work in our portfolios than hedging alone. We use them to protect the downside, to add yield,...
by David Wagner | Oct 1, 2026 | Market Updates
They’ve called Dolly Parton the Backwoods Barbie for decades, and she’s been warning folks not to buy the act since her very first hit. It was 1967, the song was “Dumb Blonde,” and the message was plain as a Tennessee morning: don’t...
by Marketing | Sep 8, 2026 | Monthly Note
2026 September 2026: Concentrated Positions Everywhere August 2026: No Leaks Allowed 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...
by Aptus PM Team | Sep 4, 2026 | Investment Concepts, Portfolios, Process Papers
Our team has spent the past decade thinking through the best ways to help improve client outcomes, and a good bit of that has been using the options market to better capture the market ups and protect against the downs. A growing portion of the experience utilized is...
