by Marketing | Jul 10, 2025 | Monthly Note
2025 July 2025: Illusion of Control June 2025: Don’t Hold the Bag May 2025: Durability in Divergence = Success April 2025: Own the Risk, Hedge the Tail March 2025: Winning the Long-Term Money Game February 2025: Losing Money Safely January 2025: Looking to 2025...
by JD Gardner | Jul 7, 2025 | Market Updates
Risk tolerance is used (a lot) in the wealth management space, and I’m not sure anybody thinks about what they are saying at this point. Here’s the gist of what is usually meant: Let’s say you are aggressive as an investor. That tends to mean you can stomach the value...
by Aptus PM Team | Jul 1, 2025 | Appearances, Market Updates
In this Outlook, the Aptus Investment Team discussed: Equity Markets Review Fixed Income Markets Review Important Topics of Discussion The Good, the Bad, & the Ugly Biggest Thoughts Affecting Advisors For our expanded thoughts on the quarter, check out more...
by Aptus PM Team | Jul 1, 2025 | Market Updates
The academically bearish investors were knocked “Out Cold” in Q2 2025, as the S&P 500 strung together its quickest recovery ever after a 15% or more drop – only taking 55 trading days to recoup the losses – the faster the fall, the faster the rebound. The...
by Aptus PM Team | Jul 1, 2025 | 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...
