by JD Gardner | May 5, 2025 | Market Updates
No matter your time horizon, higher ending values of an investment portfolio are a good thing. That’s usually the goal. Invested wealth grows through time. It’s our job to help deliver solutions that recognize risk tolerance/capacity constraints and provide a return...
by Aptus PM Team | Apr 1, 2025 | Appearances, Market Updates
In this Outlook, the Aptus Investment Team discussed: The rotation of trades of Q1 Policy, expectations from the White House, Treasury, and FOMC The state of corporate earnings Portfolio considerations to maximize client outcomes For our expanded...
by David Wagner | Apr 1, 2025 | Market Updates
Predicting the stock market will forever be an unsolved mystery. Investors can make decisions based on the facts at hand, yet none of them can have full certainty in the actual future market direction. And, if they do, we hope that they have a parachute on hand for...
by David Wagner | Mar 7, 2025 | Equity Case Studies, Equity Research
Before we highlight one of the Aptus Compounder’s holdings (15-stock, high-conviction strategy – shoot me an email if you have any questions on this unpackaged SMA strategy), let’s touch base on two things today: Given the recent volatility, if you have...
by Aptus PM Team | Mar 4, 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: A Wild February Growth Worries?...
