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...
by Aptus PM Team | Sep 3, 2026 | Equity Case Studies, Equity Research
Advanced Micro Devices (AMD) Case Study Alphabet Inc (GOOGL) Case Study Amazon.com Inc (AMZN) Case Study American Tower Corp (AMT) Case Study Amphenol Corporation Class A (APH) Case Study Apple Inc (AAPL) Case Study AutoZone Inc (AZO) Case Study Berkshire Hathaway Inc...
by Aptus PM Team | Sep 2, 2026 | Market Updates, Webinar
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: August Performance Supportive Earnings...
by Aptus PM Team | Sep 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...
