"Markets are only pricing a ~30% chance of a June cut, but these odds have moved drastically over the past month given market vol" via John Luke Tyner aptuscapitaladvisors.com/may-fomc-a-pau…

Core bond strategies can present both return and tax challenges. The Aptus Deferred Income ETF (Cboe: DEFR) is designed to address both. businesswire.com/news/home/2025…… DEFR uses options on Treasury ETFs + an overlay to replicate core bond-like exposure, with returns driven by capital

"An investment approach that focuses on total return while limiting taxable distributions opens the door for better portfolio construction across taxable and tax-advantaged accounts." via Brian Jacobs aptuscapitaladvisors.com/rethinking-fix…

There's no way to show the full gratitude we have to the families of those who made the ultimate sacrifice, for our benefit

"The boring reality is that the term premium reflects the hedging properties of government bonds." via John Luke Tyner aptuscapitaladvisors.com/breaking-down-…

"Flexibility allows for the possibility of capturing more upside in favorable markets while still offering some downside defense when needed." via Brian Jacobs aptuscapitaladvisors.com/the-cost-of-a-…

Our Brian Jacobs talking with Ryan Nauman about the dueling risks of drawdown and longevity, and innovation in ETFs that are helping tackle both aptuscapitaladvisors.com/zephyrs-adjust…

From our Brian Jacobs via Cboe "By integrating options-based tools, data-driven market signals and tax-aware implementation, advisors can create more stable, flexible and behaviorally resilient portfolios." cboe.com/insights/posts…

Thankful for family, friends, and freedom. Hope you have a wonderful long weekend!

"The presence of hedges, and the convexity in their payoff in a left tail, allows us to own the risk confidently." good reminder whether stocks are at highs or at lows via JD Gardner aptuscapitaladvisors.com/own-the-risk-h…

"In this new age of the market, we are firm believers that tails will occur more often – both negative AND positive." via David Wagner aptuscapitaladvisors.com/aptus-musings-…

"A high margin-to-stock market cap ratio might indicate more fragility, but it won’t tell you when the next correction will hit." via Brian Jacobs aptuscapitaladvisors.com/ignore-the-mar…

"Many of the supply/demand imbalances in the municipal market are improving, and it could be argued that they have been overdone." via John Luke Tyner aptuscapitaladvisors.com/opportunity-in…

"New ETF innovations address the last mile of tax inefficiency and give investors the chance to keep more of what markets deliver, which is the whole point." via Brian Jacobs aptuscapitaladvisors.com/etfs-changed-t…

"At some point, the Fed’s commitment to the 2% inflation mandate will begin to lose credibility, as they perpetually say they will meet mandate in two years while continuing to not deliver." via John Luke Tyner aptuscapitaladvisors.com/september-2025…

"By deferring income and letting your capital work, you turn what would have been an immediate tax bill into future growth that will be taxed a lower rate." via Brian Jacobs aptuscapitaladvisors.com/turning-1-85-i…

"There are whipsaw risks involved with both scenarios but the end result likely leads to the same place: stickier long-term yields." via John Luke Tyner aptuscapitaladvisors.com/state-of-bonds…

"If the objective of investing is to preserve and/or grow purchasing power, then risk tolerance should be thought of differently." via JD Gardner aptuscapitaladvisors.com/illusion-of-co…

Excited to deliver defined outcome exposures at a more reasonable 25 bps businesswire.com/news/home/2025…