by Aptus PM Team | Feb 3, 2026 | Market Updates, Webinar
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, James, John Luke and Dave spend a few minutes on each of the following: January Returns Fed Chair Change...
by Aptus PM Team | Jan 20, 2026 | Equity Case Studies, Equity Research
Accenture PLC Class A (ACN) Case Study Advanced Micro Devices (AMD) Case Study Alphabet Inc (GOOGL) Case Study Amazon.com Inc (AMZN) Case Study American Tower Corp (AMT) Case Study Amphenol Corporation Class A (APH) Case Study Apple Inc (AAPL) Case Study AutoZone Inc...
by Aptus PM Team | Jan 16, 2026 | Equity Research, Fact Sheets
You may or may not know, but our team manages 3 distinct equity sleeves for use with clients. We see these as a wonderful way to help clients who like owning some individual stocks, giving you a path to integrating ETFs and equities into a single portfolio. Latest...
by JD Gardner | Jan 7, 2026 | Market Updates
“CAGR” – we say that a lot, and for good reason. It stands for Compounded Annual Growth Rate. It’s how your wealth grows. Higher CAGR = Higher terminal wealth. Aptus’ focus is higher terminal wealth rather than the highest “risk-adjusted returns”. Traditional finance,...
by David Wagner | Jan 2, 2026 | Market Updates
Mitch Hedberg was an American stand-up comedian whose jokes felt like a stream of brilliant shower thoughts told through a haze of chill confusion. Known for his one-liners, offbeat delivery, and a stage presence that looked halfway between a rock star and a nap,...
