by Aptus PM Team | Dec 1, 2025 | Market Updates, Webinar
Portfolios that are built for today’s market with ease of implementation through Schwab’s Model Market Center™. Aptus and Schwab got together to discuss: Portfolio strategies to mitigate the impact of ongoing monetary and fiscal expansion Different...
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 David Wagner | Apr 4, 2025 | Blog, Market Updates
As many of you know, my word for Q1 and Q2 is “Perspective”. Macro news, like what we are seeing with tariffs, can seem and feel overwhelming, but just remember, the market is not the economy, and it’s still all about stocks, which are all about an...
by Marketing | Nov 18, 2024 | Rebalance Rationales
Our primary objective is to compound capital efficiently for long-term growth. In this rebalance, which applies exclusively to our Growth and Aggressive Growth models, we are introducing the Aptus Large Cap Equity Upside ETF (UPSD) to enhance equity exposure. UPSD...
by Marketing | Aug 7, 2024 | Market Notes, Media Notes
Are Put Options Better For Portfolios Than Bonds?
