by Aptus PM Team | Apr 5, 2024 | 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: Beckham: After this week’s data and Fedspeak, it’s now a toss-up for markets whether the first rate cut...
by Brian Jacobs | Apr 3, 2024 | Blog, Investment Concepts
Retirement planning is a critical aspect of financial management, and understanding how to manage savings can make a significant difference in financial stability during your clients’ golden years. The Path-Dependent Nature of Longevity Risk Longevity...
by David Wagner | Apr 2, 2024 | Blog, Market Updates
March ‘24 Market Recap: The S&P 500 returned 10.6% in Q1, on a combination of two very powerful forces; dovish central banks and a continued broadening of the AI narrative. The S&P 500 rallied for the fifth straight month in March (a 99th percentile return, in...
by Aptus PM Team | Mar 29, 2024 | 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: Brett: It’s been a historic equity rally these past few months, here’s where this one sits relative to...
by John Luke Tyner | Mar 27, 2024 | Blog, Bonds
Treasury Issuance Back at Pandemic Levels As we’ve noted over the last year, the current level of US fiscal deficits, given a strong economy and low unemployment, is uncharted territory. It was ironic that Phillip Swagel, director of the Congressional Budget...
by Aptus PM Team | Mar 22, 2024 | 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: John Luke: The market is finally in gear with the FOMC’s actual plans Source: Bianco as of...
