by Derek Hernquist | Sep 6, 2023 | Market Updates
This was a fun exercise, hopefully the first of a monthly series. Given the popularity of our weekly Market in Pictures, we thought it made sense to pick out a few and go into more detail with our PMs. In this edition, Dave and John Luke will spend a few minutes on...
by Marketing | Aug 31, 2023 | Appearances, Webinar
Aptus is joined by Scott Leak,CFP® Senior Consultant and Director of Business Development at FP Transitions. During this session we discuss the importance of continuity planning, updates on the M&A landscape, valuation methodologies and drivers of equity value....
by Marketing | Jul 27, 2023 | Appearances, Market Notes, Media Notes
On July 5, 2023, JD Gardner sat down with Meb Faber from Cambria Investment Management. The episode has an overarching theme that can be summarized by a quote from JD himself: “A strategy’s return is much less important than an investor’s return while exposed to the...
by David Wagner | Jul 25, 2023 | Equity Case Studies, Equity Research, Research Reports
On recent travels, I’ve been doing some thinking on the overall valuation of the domestic market – alongside reading a few differentiated thoughts on the matter. I don’t want to go as far as saying that investors need to be discounting a revolutionary change in the...
by David Wagner | Jul 19, 2023 | Equity Research
Market Update During the second quarter, the Mega-Cap Tech stocks told the rest of the market that if you’re not first, you’re last, as investors either owned technology exposure and outperformed or owned everything else and underperformed. Basically, investors...
