by Marketing | Jun 3, 2025 | Appearances, Market Notes, Media Notes
Recently, Brian sat down with Ryan Nauman of Zephyr Financial Technologies to discuss the primary risks of market volatility and the compounding ability of returns, emphasizing the need to focus on real returns over time. In this episode of Zephyr’s Adjusted for...
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 Aptus PM Team | Jan 2, 2025 | Appearances, Market Updates
In this Outlook, the Aptus Investment Team discussed: Differentiated Thoughts Market Commentary What Could Derail the Market Positioning Moving Forward Fixed Income Markets For our expanded thoughts on the quarter, check out more resources below. Access Q4 2024...
by Marketing | Nov 4, 2024 | Appearances, Blog, Investment Concepts, Market Notes, Media Notes
Recently John Archbold, CFA, Client Portfolio Manager here at Aptus, contributed to Josh Welsh’s article on InvestmentNews.com. “Arch” emphasized why financial advisors and investors should consider put options to mitigate volatility and capture...
by Aptus PM Team | Oct 3, 2024 | Appearances, Market Updates
In this recap, the Aptus Investment Team discussed the market backdrop, strong returns, the Fed’s monetary policy, and the fiscal policy environment. For our expanded thoughts on the quarter, please check out a few additional resources below: Access Q3 2024...
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...
