Aptus Monthly Note

Aptus Monthly Note

2025 November 2025: Where Do You Buy Your Cheerios? October 2025: What’s Old is New September 2025: Seeking Higher After-Tax Returns August  2025: Arming Yourself Against Dollar Debasement July 2025: Illusion of Control June 2025: Don’t Hold the Bag May...
Where Do You Buy Your Cheerios?

Where Do You Buy Your Cheerios?

Top three cereals of all time, in no order:     Feel free to disagree, but those are my GOATs when it comes to cereal. What’s not in my top three? Cheerios. While not my favorite, Cheerios are a solid and reliable choice and can be found in many pantries....
Where Do You Buy Your Cheerios?

Aptus 3 Pointers, October 2025

Given the popularity of our weekly Market in Pictures, we started the habit of picking out a few and going into more detail with our PMs. In this edition, John Luke and Dave spend a few minutes on each of the following:   October Performance Fiscal Stimulus FOMC...
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...