FOMC Update Sept 2021

Quick Take   The most important things that we learned yesterday from the FOMC statement, forecasts, dots, and press conference are 1) tapering will most likely start in November and will last until early summer of next year, and 2) Powell is still very far from...
HNW Holdings Update: Sept 2021

HNW Holdings Update: Sept 2021

Aptus Compounder Update:   The Aptus Compounder Stock Sleeve is designed to give equity exposure to a group of individual stocks that we think offer attractive prospects through a combination of yield, growth, quality, and reasonable valuations relative to large...

Jackson Hole: To Taper or Not?

Time to Taper? With Caution…Slow and Steady.   We all saw the news last Friday that the much anticipated Jackson Hole Central Bank Conference will now be a virtual event. We also found out that Fed Chairman Powell will be delivering his message virtually. We...
August 2021: Aptus Compounders Halftime Report

August 2021: Aptus Compounders Halftime Report

Our PM team thought an update on the Aptus Compounder Stock Sleeve (15-stocks) made sense, as it has had lower-than-expected turnover thus far in 2021 (only 2 names). But that doesn’t mean we are not spending time on the strategy – in fact, it’s quite the opposite. We...