by Aptus PM Team | Aug 29, 2025 | Process Papers
Investors love to talk about performance. Advisors love to show charts. But the number that matters most is the return clients actually capture, both pre-tax and after-tax, while still protecting against inflation and market drawdowns. Traditional portfolios often...
by Aptus PM Team | Aug 28, 2025 | Appearances
Aptus Capital Advisors offers a range of custom Option Overlay strategies that aim to a) generate income, b) facilitate tax-efficient transitions, and/or c) provide downside hedging for clients with concentrated stock positions. Watch as John Luke, CFA, and Jake...
by Aptus PM Team | Aug 5, 2025 | 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: July Rally Healthy Consumer Earnings...
by JD Gardner | Aug 4, 2025 | Market Updates
This month’s post is designed to elaborate on our general thinking, but more specifically, on the release of our Purchasing Power Protection Sleeve (‘PPP’), which includes allocations to Bitcoin and Gold in a 70/30 respective split. Any of the content here can be more...
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...
