by David Wagner | Mar 5, 2026 | Blog, Market Updates
I’ll cover 2 topics in this Musing: 1) Iran, and 2) Citrini. I’ve been asked about the Citrini report several times over the past few days, so I wanted to address those questions. The Citrini Research report (titled “The 2028 Global Intelligence...
by David Wagner | Mar 3, 2026 | Blog, Market Updates
Market Recap → A Theme of Disintermediation: Headline returns for the index remained somewhat muted during February; however, underneath the hood from a single stock standpoint, we witnessed a lot of turbulence. This market chop was characterized by a significant...
by Aptus PM Team | Feb 27, 2026 | Blog, Charts
Our team continuously monitors a broad spectrum of market research to identify the trends shaping the current landscape. This week’s selection highlights a fascinating period of internal market turmoil hidden beneath a calm surface. Have a great weekend! John...
by Brian Jacobs | Feb 27, 2026 | Blog, Investment Concepts
With trillions of dollars currently sitting in money market funds, many investors are asking: “Is there a better way to earn a return without the stomach-churning volatility of the stock market?” A recent article from InvestmentNews highlights a growing trend: wealth...
by Tenzin Phuntsok | Feb 26, 2026 | Blog, Investment Concepts
Most financial planning conversations start on the asset side of the client’s balance sheet…how to invest, how to diversify, and how to manage risk. But their liabilities do not receive the same level of care. Debt is not a single, monolithic concept. Different loans...
by David Wagner | Feb 23, 2026 | Blog, Market Updates
Last week was supposed to be a quiet, short week; it was anything but. Cue Friday, February 20th: 1) SCOTUS Tariff decision (deemed illegal), 2) Core PCE (higher than expected), and 3) First look at Q4 GDP (lower than expected). But, before we dive in, below is one of...
