Aptus 3 Pointers, April 2026

Aptus 3 Pointers, April 2026

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, Dave and John Luke spend a few minutes on each of the following:   Inflation Earnings Rates Energy/Oil Hope...
Impact Series HNW Allocations

Impact Series HNW Allocations

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...
Aptus Monthly Note

Aptus Monthly Note

2026 April 2026: Macro Interference March 2026: The Productivity Miracle You Need to Capture February 2026: Simple Formulas January 2026: Driving Higher CAGRs 2025 December 2025: Time November 2025: Where Do You Buy Your Cheerios? October 2025: What’s Old is New...