by Aptus PM Team | Jul 23, 2024 | Equity Research, Market Updates
U.S. large caps, as measured by the S&P 500, continued their dominance in the first half of 2024, led by the largest mega-cap stocks, coined The Magnificent Seven (“Mag 7”). This year’s first half ranks as the 12th-best start for the S&P 500 since 1950 – the...
by Aptus PM Team | Jul 15, 2024 | Appearances, Market Notes, Media Notes
Recently, JD sat down with Keith Black, Managing Director of the RIA Channel, to discuss using options to transform asset allocation. Aptus has two sides to its business, one managing options-based ETFs and the other helping advisors manage and grow their practices....
by Aptus PM Team | Jul 9, 2024 | 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 | Jul 9, 2024 | Monthly Note
2024 July 2024: What Matters June 2024: Winning Within the System May 2024: Flexibility as an Asset April 2024: Winning the Race March 2024: What Worries Your Clients? February 2024: Casting a Wider Net January 2024: A Recipe For Success 2023 December 2023: Taxation...
by Aptus PM Team | Jul 9, 2024 | 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
