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...
by Aptus PM Team | Jul 30, 2020 | Blog, Fixed Income
We have the privilege to receive modeled portfolios from advisors all over. They vary in risk tolerance and philosophy although most have some degree of blending passive and active/ tactical management. With each portfolio, we get a strong understanding of the...
by Aptus PM Team | Jul 30, 2020 | Blog, Equities
Morningstar’s style box has been a huge influence in driving investors to see stocks as either value or growth. We think this classification falls woefully short, is highly sector-driven, and fails to separate our favorite stocks of all…Compounders. What...
by Aptus PM Team | Jul 8, 2020 | Blog
You could be forgiven in thinking that the last quarter felt like one of the longest three months of your life. In what now seems an eternity ago, it could be hard to forget that the S&P 500 enjoyed a total return of more than 30% in 2019. What has not been so...
by Aptus PM Team | Jun 23, 2020 | Blog
“I can’t make sense of this market” – we’ve heard that a few times during this market rip higher. For any readers who have no clue what to think, hopefully this will help. Side Note – We don’t have a dog in this fight. We could make a compelling case either...
by Aptus PM Team | Jun 10, 2020 | Blog, Fixed Income
Avoiding Agency Mortgage Allocations in our Models We’ve been saying since the middle of last year that the percentage of total returns in fixed income coming from price return wouldn’t likely be the same into the future. Interest rates have nosedived lower following...
