by David Wagner | May 2, 2022 | Blog, Market Updates
Developments Over the Last Month April showers doused bullish sentiment last week as the SPX wrapped up April with an 8.8% decline. This was the worst April return for the index since 1970 and the fourth lowest April return on record. Fear over this week’s FOMC...
by Aptus PM Team | Apr 22, 2022 | Blog, Bonds, Market Updates
* Why Are Yields Rising: Rising yields are a consequence of falling bond prices, which occurs when investors sell bonds. This is an obvious point, but it’s important to realize that yields aren’t rising by themselves—they are only rising because investors are...
by JD Gardner | Mar 25, 2022 | Blog, ETFs, Market Updates
Most people hate taxes – that’s why they should love ETFs. As in past years, capital gains distributions from ETFs in 2021 were a tiny fraction of those distributed by their mutual fund counterparts. Our objective is not to restate the fact that ETFs are more tax...
by JD Gardner | Aug 14, 2020 | Blog, Market Updates
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% of ETFs did, and rarely did ETFs pay gains that were significant” …that’s a quote pulled...
