by Aptus PM Team | Mar 9, 2023 | Appearances, Portfolios, Webinar
Clients pay you for financial advice, and ultimately expect results. During this session we will talk through best practices in both overseeing and constructing portfolios through technology and the right support. A confident client sticks to your plan: at Aptus we...
by Aptus PM Team | Mar 7, 2023 | Blog, Team
You might have seen our Team Page with our full team lineup, showing us in the office setting, with the usual bios about backgrounds and roles. We wanted to show you who we are outside of the office and share a little about the personalities that make up our team. We...
by Aptus PM Team | Mar 3, 2023 | Blog, Charts
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: Brad: Without a corresponding price drop, the rise in mortgage rates is making it real hard on...
by Aptus PM Team | Mar 1, 2023 | Blog, Bonds
While bonds got off to a fast start this year, February’s returns were almost the mirror image from a total return standpoint. As the chart shows, Bloomberg’s Global Aggregate Index returned -3.32% last month. With data going back to March 1990, this ranks as the...
by Aptus PM Team | Feb 24, 2023 | Blog, Charts
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: Brad: The early 2023 rally brought beta all the way back from the depths of 2022 underperformance Data...
