by Aptus PM Team | Apr 6, 2026 | Appearances, Market Updates
In this Q1 2026 recap and look ahead to Q2 2026, the Aptus Investment Team discussed: AI Pros and Cons Macro: Iran, Rates, Tariffs Earnings Outlook Helping Clients Understand For our expanded thoughts on the quarter, check out more resources below. Access Q1 2026...
by David Wagner | Apr 1, 2026 | Market Updates
The TV show, South Park, is essentially a weekly fever dream where four foul-mouthed children serve as the only voice of reason in a universe populated by celebrity-obsessed morons and eldritch horrors. It’s the only place on Earth where you can watch a group of...
by Aptus PM Team | Feb 24, 2026 | Rebalance Rationales
Over the next couple of weeks, you will see that we are making a trade across our Conservative Income Model. Trade Rationales Sell: Invesco Senior Loan ETF (Ticker: BKLN) While BKLN is a newer addition to the portfolio, the recent fallout in the...
by Aptus PM Team | Feb 5, 2026 | Rebalance Rationales
Our asset allocation structure is designed to do better in the tails; both the right (good) and left (bad) tails. Simply own more stocks, less bonds, while keeping risk in check, and let the structure work for you; that’s our North Star. Right Tail Driven by...
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,...
