by JD Gardner | Jul 7, 2025 | Market Updates
Risk tolerance is used (a lot) in the wealth management space, and I’m not sure anybody thinks about what they are saying at this point. Here’s the gist of what is usually meant: Let’s say you are aggressive as an investor. That tends to mean you can stomach the value...
by Aptus PM Team | Jul 1, 2025 | Appearances, Market Updates
In this Outlook, the Aptus Investment Team discussed: Equity Markets Review Fixed Income Markets Review Important Topics of Discussion The Good, the Bad, & the Ugly Biggest Thoughts Affecting Advisors For our expanded thoughts on the quarter, check out more...
by David Wagner | Jul 1, 2025 | Market Updates
The academically bearish investors were knocked “Out Cold” in Q2 2025, as the S&P 500 strung together its quickest recovery ever after a 15% or more drop – only taking 55 trading days to recoup the losses – the faster the fall, the faster the rebound. The...
by Aptus PM Team | Jun 25, 2025 | Rebalance Rationales
Aptus Compounder Update The Aptus Compounder Stock Sleeve is designed to provide equity exposure to a carefully selected group of individual stocks that offer attractive prospects through a combination of yield, growth, quality, and reasonable valuations...
by Aptus PM Team | Jun 24, 2025 | Equity Case Studies, Equity Research
Accenture PLC Class A (ACN) Case Study Alphabet Inc. (GOOGL) Case Study Apple Inc. (AAPL) Case Study Amazon.com Inc. (AMZN) Case Study American Tower Corp (AMT) Case Study Berkshire Hathaway Inc. Class B (BRK.B) Case Study Broadcom Inc. (AVGO) Case Study Broadridge...
