by Aptus PM Team | Dec 20, 2024 | Market Updates
The team from Aptus Capital Advisors discussed the firm’s outlook for 2025, including their views on the economy, markets, and investment strategy. Key points The team is optimistic about the path forward for stocks, with the path of least...
by Aptus PM Team | Dec 18, 2024 | Rebalance Rationales
Aptus Compounder Update The Aptus Compounder Stock Sleeve is designed to provide equity exposure to a carefully selected group of individual stocks that offer attractive prospects through a combination of yield, growth, quality, and reasonable valuations...
by Aptus PM Team | Dec 17, 2024 | Equity Case Studies, Equity Research, Research Reports
Amazon.com Inc. (AMZN) Case Study American Tower Corp (AMT) Case Study Broadridge Financial Solutions, Inc. (BR) Case Study Chemed Corp (CHE) Case Study Copart, Inc. (CPRT) Case Study Diamondback Energy, Inc. (FANG) Case Study JPMorgan Chase & Co. (JPM) Case Study...
by Marketing | Dec 5, 2024 | Monthly Note
2024 December 2024: Giving Thanks November 2024: Portfolio Reminder, Election 2024 October 2024: Are You Appropriately Positioned? September 2024: How Do You Define Safe? August 2024: Custom vs. Production July 2024: What Matters June 2024:...
by JD Gardner | Dec 4, 2024 | Market Updates
Thanksgiving is my wife’s favorite holiday, and because of that, we make the long trek to Cincinnati, Ohio every November. There are a number of traditions, but they all surround the main attraction – her Grandmother’s house, aka “106”. Her grandparents have been gone...
