by Aptus PM Team | Mar 28, 2023 | Rebalance Rationales
Aptus Compounder Update The Aptus Compounder Stock Sleeve is designed to give equity exposure to a group of individual stocks that we think offer attractive prospects through a combination of yield, growth, quality, and reasonable valuations relative to large...
by Matt McGowan | Mar 20, 2023 | Market Updates
Over the past week, headlines have been dominated by news of Silicon Valley Bank’s collapse along with the failures of Silvergate Bank and Signature Bank of NY. The FDIC has stepped in to take control of assets for both Silicon Valley Bank and Signature Bank...
by Aptus PM Team | Mar 9, 2023 | Appearances, Portfolios, Webinar
Clients pay you for financial advice, and ultimately expect results. During this session we will talk through best practices in both overseeing and constructing portfolios through technology and the right support. A confident client sticks to your plan: at Aptus we...
by JD Gardner | Mar 7, 2023 | Market Updates
This month’s note is a carryover from last month’s, where we highlighted the rise of the “set it and forget it” portfolio over the last couple of decades, and the potential issues we see with that mentality. These portfolios are dependent on bonds working. By...
by Aptus PM Team | Feb 7, 2023 | Rebalance Rationales
Aptus Compounder Update The Aptus Compounder Stock Sleeve is designed to give equity exposure to a group of individual stocks that we think offer attractive prospects through a combination of yield, growth, quality, and reasonable valuations relative to large...
