by JD Gardner | Nov 4, 2021 | Market Updates
Back to the Basics Sometimes, the most powerful illustration of a concept is simple math… Let’s imagine having four portfolios to choose from over the next five years. Each will have three good years and two not so good. Here’s a table of the annual...
by David Wagner | Nov 2, 2021 | Market Updates
Developments over the Past Month: Monthly Recap: The path of least resistance has been higher in recent weeks, but there are a lot of moving pieces for the market to deal with. 1) Earnings were very strong, but margins continue to be a focus by the market. 2)...
by Aptus PM Team | Oct 20, 2021 | Market Updates
Who doesn’t want to dig into 30 pages of charts amidst quotes from everyone’s favorite futbol coach?! Market Volatility: “Taking on a challenge is a lot like riding a horse, isn’t it? If you’re comfortable while you’re doing it,...
by Derek Hernquist | Oct 14, 2021 | Market Updates
“I argue that cost-effective risk mitigation, when done well, doesn’t just take you out of risk, but actually allows you to take on more risk.” Mark Spitznagel We’d tweak “take on more risk” to “pursue more return” but...
by Derek Hernquist | Oct 6, 2021 | Market Updates
You’ve probably heard us say we like to “own” volatility. Or that we use “volatility an asset class”. What do we mean by that? First, let’s think about what a client is trying to accomplish. Pursuing or preserving the comfort that...
by David Wagner | Oct 5, 2021 | Market Updates
Developments over the Past Month: Recap: After successfully testing it’s 50-day moving average nine times so far in 2021, the S&P 500 finally broke below this threshold in September and has tested the 100-day moving average now twice. As of month end, in...
