by Aptus PM Team | Mar 27, 2020 | Rebalance Rationales
The HNW solution is designed to give equity exposure to a group of individual stocks that offer attractive prospects through a combination of yield, growth, quality, and reasonable valuations. Numbers below are relative to the SPDR® S&P 500® ETF (SPY) as of...
by Aptus PM Team | Mar 27, 2020 | Rebalance Rationales
We wanted to share brief rationale behind the rebalance directions given by our PM team. We’ll be working through these changes and anticipate being fully positioned by the end of March. You can expect to see the updated models from us in the coming days. The...
by Aptus PM Team | Mar 24, 2020 | Market Updates
As market turmoil continues, we wanted to touch on the work being done here daily. Specifically as it relates to how we view and utilize hedging inside our strategies and portfolios. We can tell you, without a doubt, there’s never been more focus on carrying out our...
by Aptus PM Team | Mar 13, 2020 | Market Updates
Our stated mission is to help advisors help clients reach their LONG TERM goals, so we generally try and keep your inboxes uncluttered. That said, we know you’re on the front lines…with major stock indexes down 25-30% in 3 weeks and credit spreads...
by Aptus PM Team | Mar 3, 2020 | Blog, Fixed Income
This is probably a little more granular than past posts, but I think it is important to use my background in fixed income trading/ credit analysis to roll back the curtain of the asset class and dig into root problems we regularly discuss with our advisors concerning...
