by Aptus PM Team | Aug 4, 2021 | Rebalance Rationales
Our yield + growth framework drives the majority of decisions – both at the asset class level and the security level. We continue to believe international equity is deserving of a spot within a portfolio given the market’s backdrop. International’s y + g...
by Aptus PM Team | Aug 3, 2021 | Process Papers
“The opportunity to create economic value through creating sustainable, societal value will be one of the most powerful forces driving growth in the global economy.” Michael Porter The ESG industry has grown and changed – we believe that it has moved...
by Derek Hernquist | Jul 23, 2021 | Appearances, Media
Our PMs spend a ton of time on research and portfolio reviews, and I was lucky enough to grab 30 minutes to ask what they’ve been seeing. Together with what we’re hearing in conversations with advisors, we figured it’s a great opportunity to record and share...
by David Wagner | Jul 16, 2021 | Market Updates
The Backdrop for 2H 2021: The Good: Better Economic Data – Economic data, which lags the stock market, hit rock-bottom last year, but we believe signs of a recovery have continued to appear, most notably with the recent Non-Farm Payroll and ISM data....
by JD Gardner | Jul 7, 2021 | Market Updates
Investment Objective We work with the lifeblood of financial services. With advisors serving the families that have worked hard to accumulate assets and need those assets to work for them. Most investment objectives are based on life goals, not benchmarks. We think...
