by Aptus PM Team | Sep 18, 2024 | Appearances, Market Notes
David Wagner, CFA, and John Luke Tyner, CFA get together for a discussion around the upcoming election and its impact on your asset allocation decisions. We aim to take the emotions of politics out of the conversation and look at what history tells us. The importance...
by Aptus PM Team | Sep 4, 2024 | Market Updates
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, John Luke and Dave spend a few minutes on each of the following: August: In Like a Lion, Out Like a Lamb...
by JD Gardner | Sep 4, 2024 | Market Updates
Brian wrote a post last week that’s relevant to this month’s writeup. It’s worth a few minutes of your time as it provides perspective around how you should think about investing your hard earned money: The Lost Century in Bonds. Volatility is not risk, and the...
by Aptus PM Team | Aug 7, 2024 | Rebalance Rationales
Aptus Compounder Update The Aptus Compounder Stock Sleeve is designed to give equity exposure to a group of individual stocks that we think offer attractive prospects through a combination of yield, growth, quality, and reasonable valuations relative to large...
by JD Gardner | Aug 5, 2024 | Market Updates
Real-Time Update I started this note with markets at all-time highs, or close to it. As I type, we are now in a ~8% pullback. VIX hit 65 this morning (August 5th). This type of market action makes July’s note even more relevant. Please hit us with any...
