Helping Clients Understand the Move in Rates

Most of our pieces are meant to be read by advisors, but sometimes there are topics that will resonate just as deeply with your clients. Here's an example of one that could be white-labeled to help you explain the current conundrum between "lower rates" and what...

The Market in Pictures, November 8

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence: Brian: We’re in the strongest time of the year, and stocks aren’t letting anyone down   Data as of October...

The Market in Pictures, November 1

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence: Arch: Are mega-cap valuations a caution signal? Historically, when the largest stocks are this highly valued, it...
Aptus 3 Pointers, October 2024

Aptus 3 Pointers, October 2024

Given the popularity of our weekly Market in Pictures, we started the habit of picking out a few and going into more detail with our PMs. In this edition, John Luke and Dave spend a few minutes on each of the following:   Borrowing Costs Going Up One Year from...

The Market in Pictures, October 25

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence: Joseph: Bonds have been the greater source of volatility since the Fed cut rates in September   Data as of...