Aptus Monthly Note

Aptus Monthly Note

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: Winning Within the System May 2024: Flexibility as an Asset April 2024: Winning the Race March 2024: What...
Are You Appropriately Positioned?

Are You Appropriately Positioned?

The Fed cut 50bps in September and expects more rate cuts to come. They are not alone as central banks around the world are cutting rates. September saw the most rate cuts since 2020.     JL digs further into the Fed’s positioning in a great post last week:...
Impact Series HNW Allocations

Impact Series HNW Allocations

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...