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 Brian Jacobs | Oct 22, 2024 | Blog, Investment Concepts
Hedge funds have long been a polarizing topic in investing. Though they date back to the mid-20th century, they’ve come to represent sophisticated strategies often associated with the ultra-wealthy. Critics argue they come with high fees, high tracking errors, and...
by John Archbold | Oct 14, 2024 | Blog, Investment Concepts
“This guy is throwing a two-hit shutout and he’s shaking me off. You believe that? Charlie here comes the deuce. And when you speak of me, speak well.” – Bull Durham (1987) In the NL Wild Card round, something happened that has never happened before in the...
by Brian Jacobs | Oct 7, 2024 | Blog, Investment Concepts
In today’s market, it’s hard to ignore how much power the largest companies hold within the S&P 500. These massive companies have grown to represent the highest concentration of weight in the index we’ve ever seen, and they’re valued at a...
by Brian Jacobs | Sep 23, 2024 | Blog, Investment Concepts
You’ve probably heard the phrase “cash on the sidelines” used in market commentary, often suggesting there’s a huge pool of money waiting to flood into the market. One reason this phrase persists is that the nominal amount of cash regularly hits record highs. Most...
by John Archbold | Sep 16, 2024 | Blog, Investment Concepts
There has been much ink spilled on the topic of the explosive growth in the ETF space over the last few years. For this author who came into the profession when the mutual fund was still King (and I still had hair), it has been astonishing to watch that regime shift....