by Aptus PM Team | Apr 25, 2025 | Blog, Bonds
President Trump Critiques the Fed Earlier this week, President Trump indicated he thinks the Fed should be “early, or on time” cutting rates, but not “too late,” adding it is “a perfect time to lower the rate.” Pressed by a reporter asking if the President has the...
by David Wagner | Apr 23, 2025 | Blog, Market Updates
I’ve had a lot of inbound calls regarding the markets over the past few weeks, so I’d like to start with some historical perspective. As our quarterly newsletter stated, future market returns will always be an unsolved mystery. But what would a recession...
by Aptus PM Team | Apr 17, 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 the US dollar to bonds to the economy to US and foreign stock markets. Happy Easter to you! Brett: The value of the US dollar...
by Brian Jacobs | Apr 17, 2025 | Blog, Investment Concepts
Most discussions about tax efficiency focus on maximizing after tax returns, and for good reason. The math is compelling. Consider a 10% pretax return: at a 33% short term tax rate, it becomes 6.7% after taxes if taxed annually. If held for just over a year and taxed...
by Aptus PM Team | Apr 11, 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 historic market movement to inflation and of course, tariffs. Enjoy! Brad: High VIX has coincided with near-term weakness,...
by Aptus PM Team | Apr 11, 2025 | Blog, Bonds
CPI Update: Softer Than Feared The latest inflation report showed that consumer prices cooled more than expected. The CPI fell -0.1% in March, the first monthly decline since May 2020. The median forecast expected the CPI to rise 0.1% in March. YoY, consumer prices...
