by Aptus PM Team | Dec 19, 2025 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from manager struggles to large cap earnings, AI impacts to economic growth, and money flows to cash and bonds. Hope you have a great...
by Brian Jacobs | Dec 18, 2025 | Blog, Investment Concepts
Back in February, we wrote about a common tax mistake investors make with their fixed income allocations: ignoring the state tax benefits of Treasuries. A simple breakout of Treasury income (which is not taxable at the state) can save clients thousands (or more). As...
by Aptus PM Team | Dec 12, 2025 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from Mag 7 to the rest, FOMC plans and bond yields around the globe, to inflation expectations and the economy. Hope you have a great...
by John Luke Tyner | Dec 11, 2025 | Blog, Bonds
The FOMC release was less hawkish than feared (milkshake) with a dovish presser (cherry on top). We view December 10th’s move as a risk management cut given a slowing job market and limited inflation fears (we’re above target, but inflation break-evens...
by Aptus PM Team | Dec 5, 2025 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from rotating leaders to strong earnings, 2026 stories and FOMC impact, and the economy and inflation. Hope you have a great weekend!...
by Brian Jacobs | Dec 2, 2025 | Blog, Investment Concepts
As affordability pressures rise, leaders are proposing the idea of ultra-long mortgages, including 50-year terms, to entice buyers. The pitch sounds intuitive: stretch the loan longer and lower the monthly payment. However, at today’s interest rates, the...
