Marketing, Author at Aptus Capital Advisors

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 Risk Podcast, host Ryan Nauman sits down with Brian Jacobs, Investment Strategist at Aptus Capital Advisors, to delve into the intricacies of risk management in investment portfolios.

They discuss the importance of hedging against market volatility and drawdowns, the impact of inflation on investment strategies, and the increasing role of options and active ETFs in modern portfolio management. Brian also shares insights on tax efficiencies within ETFs and the evolving landscape of fixed income investments. Tune in for a comprehensive conversation packed with actionable insights for financial advisors.

View podcast summary and highlights here

This podcast was recorded on May 30, 2025. The opinions expressed are solely those of the podcast participants and do not reflect the opinion of Aptus Capital Advisors. The opinions referenced are as of the date of recording and are subject to change without notice. This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector. Forward-looking statements are not guaranteed. Aptus reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that their assessment of investments will be accurate.

Investing involves risk. Principal loss is possible. The Fund are non-diversified, meaning they may concentrate its assets in fewer individual holdings than diversified funds. Therefore, the Funds are more exposed to individual stock or ETF volatility than diversified funds.

Investing in ETFs are subject to additional risks that do not apply to conventional mutual funds, including the risks that the market price of the shares may trade at a discount to its net asset value (“NAV”), an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact a Funds ability to sell its shares. Shares of any ETF are bought and sold at Market Price (not NAV) and are not individually redeemed from the fund. Brokerage commissions will reduce returns. Market returns are based upon the midpoint of the bid/ask spread at 4:00pm Eastern Time (when NAV is normally determined for most ETFs), and do not represent the returns you would receive if you traded shares at other times.

The Funds may invest in options, the Funds risk losing all or part of the cash paid (premium) for purchasing put and call options. The Funds’ use of call and put options can lead to losses because of adverse movements in the price or value of the underlying security, which may be magnified by certain features of the options. The Funds’ use of options may reduce the ability to profit from increases in the value of the underlying securities.

Please carefully consider the funds objectives, risks, charges, and expenses before investing. The statutory or summary prospectus contains this and other important information about the investment company. For more information, or a copy of the full or summary prospectus, visit www.aptusetfs.com, or call (251) 517-7198. Read carefully before investing.

Aptus Capital Advisors is the advisor to the Aptus Drawdown-Managed Equity ETF, Aptus Defined Risk ETF, Aptus Collared Investment Opportunity ETF, Aptus International Drawdown Managed Equity ETF, Aptus Large Cap Enhanced Yield ETF, and Aptus Enhanced Yield ETF, all of which are distributed by Quasar Distributors, LLC. ACA-2506-9.

The post Zephyr’s Adjusted for Risk Podcast: Navigating Investment Risks appeared first on Aptus Capital Advisors.

“I don’t see the stock working until the company gets its mojo back”

Marketing — Fri, 30 May 2025 18:53:27 +0000

Target at the Tipping Point: What It Needs to Do Now

The post “I don’t see the stock working until the company gets its mojo back” appeared first on Aptus Capital Advisors.

“I think revenue guidance of $45 billion or higher would keep most investors in the stock”

Marketing — Thu, 29 May 2025 15:34:15 +0000

Nvidia manages sales beat despite China restrictions hanging over AI chip giant

The post “I think revenue guidance of $45 billion or higher would keep most investors in the stock” appeared first on Aptus Capital Advisors.

“As Target gives up market share, the company will not be able to participate much in the upside when discretionary demand rebounds”

Marketing — Thu, 22 May 2025 17:49:20 +0000

Target’s weak results were the quarter’s ‘least-well-kept secret,’ but immediate improvement seems elusive, analysts say

The post “As Target gives up market share, the company will not be able to participate much in the upside when discretionary demand rebounds” appeared first on Aptus Capital Advisors.

“In a world of tariffs, everyone is expecting growth to slow down”

Marketing — Tue, 20 May 2025 16:36:29 +0000

Wagner: Don’t Bet Against NVDA, Mag 7 Shows A.I. Resiliency

The post “In a world of tariffs, everyone is expecting growth to slow down” appeared first on Aptus Capital Advisors.

“In a world of tariffs, everyone’s expecting growth to slow down specifically in the consumer areas of the market”

Marketing — Wed, 14 May 2025 16:34:58 +0000

Three Stock Lunch: Coinbase, First Solar and Nvidia

The post “In a world of tariffs, everyone’s expecting growth to slow down specifically in the consumer areas of the market” appeared first on Aptus Capital Advisors.

“There’s been a lot of optimism starting to be priced into the market already, but positive sentiment around the issue should continue to fuel a market recovery”

Marketing — Tue, 13 May 2025 15:59:28 +0000

Investor reaction to US-China progress in trade talks

The post “There’s been a lot of optimism starting to be priced into the market already, but positive sentiment around the issue should continue to fuel a market recovery” appeared first on Aptus Capital Advisors.

“[The cohort] may be the only growth story in town and now they’re trading at valuations I would say are cheap”

Marketing — Wed, 07 May 2025 18:34:49 +0000

Momentum a Powerful Ally for Stocks as Whiplash Rally Rolls On

The post “[The cohort] may be the only growth story in town and now they’re trading at valuations I would say are cheap” appeared first on Aptus Capital Advisors.