by Aptus PM Team | Jun 2, 2025 | Market Updates, Webinar
“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: Follow Through from April Lows...
by Aptus PM Team | May 29, 2025 | Rebalance Rationales
In this rebalance, we’re tackling a challenge that has become especially acute in recent months: insufficient return potential in bonds. While credit spreads are meant to compensate investors above the risk-free rate of Treasuries, the current compensation is even...
by Aptus PM Team | May 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: Historic April Consumer Debt Metrics...
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...
