by Marketing | Jan 8, 2026 | Monthly Note
2026 January 2026: Driving Higher CAGRs 2025 December 2025: Time November 2025: Where Do You Buy Your Cheerios? October 2025: What’s Old is New September 2025: Seeking Higher After-Tax Returns August 2025: Arming Yourself Against Dollar Debasement July 2025:...
by JD Gardner | Jan 7, 2026 | Market Updates
“CAGR” – we say that a lot, and for good reason. It stands for Compounded Annual Growth Rate. It’s how your wealth grows. Higher CAGR = Higher terminal wealth. Aptus’ focus is higher terminal wealth rather than the highest “risk-adjusted returns”. Traditional finance,...
by Aptus PM Team | Jan 5, 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 | Jan 5, 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 David Wagner | Jan 2, 2026 | Market Updates
Mitch Hedberg was an American stand-up comedian whose jokes felt like a stream of brilliant shower thoughts told through a haze of chill confusion. Known for his one-liners, offbeat delivery, and a stage presence that looked halfway between a rock star and a nap,...