Election Season is Here

Election Season is Here

We are not here to push a political platform, so let’s put the 2020 election into perspective for the stock market. Here are some quick facts: Historically, if stocks are higher in the three-month period preceding the election, the incumbent party has won, and if...

Why ETFs Are Tax-Efficient

Originally published by Aptus Founder JD Gardner at The Backcourt Report…   Most people hate taxes – that’s one reason they should love ETFs.  Here’s what I mean,  “About 50% of all equity mutual funds paid out capital gains in 2013, whereas fewer than 5%...
Election Season is Here

The Value of Compounding

Morningstar’s style box has been a huge influence in driving investors to see stocks as either value or growth. We think this classification falls woefully short, is highly sector-driven, and fails to separate our favorite stocks of all…Compounders. What...

What Are Market Bulls Expecting?

You could be forgiven in thinking that the last quarter felt like one of the longest three months of your life. In what now seems an eternity ago, it could be hard to forget that the S&P 500 enjoyed a total return of more than 30% in 2019.  What has not been so...