by Aptus PM Team | Apr 3, 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...
by Marketing | Apr 3, 2025 | Monthly Note
2025 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 2024 December 2024: Giving Thanks November 2024: Portfolio Reminder, Election 2024 October 2024: Are You...
by Aptus PM Team | Apr 3, 2025 | 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 JD Gardner | Apr 3, 2025 | Market Updates
The volume of uncertainty has been turned up. The S&P 500 closed the quarter -4.28% after dropping 10% from the highs in mid-February. As Dave points out in our Q1 2025 newsletter, the most likely culprits are: Capital flows Expectations for slower growth Policy...
by Aptus PM Team | Apr 1, 2025 | Appearances, Market Updates
In this Outlook, the Aptus Investment Team discussed: The rotation of trades of Q1 Policy, expectations from the White House, Treasury, and FOMC The state of corporate earnings Portfolio considerations to maximize client outcomes For our expanded...
