by JD Gardner | Jan 5, 2022 | Market Updates
If you’re looking for a portfolio recap or a market forecast, this ain’t the note to read. My heart is overflowing with gratitude – for family, team, relationships, and the opportunity to be a part of Aptus – I’ve got to share some of that as we bust into the new...
by Derek Hernquist | Dec 30, 2021 | Market Updates, Media
Dave wrote a fun piece summarizing our team’s 2022 Outlook, seen here as It’s Time to Curb Your Enthusiasm in 2022. He and John Luke decided to give it extra life with a discussion about the piece and outlook. See below for the video and transcript: ...
by Derek Hernquist | Dec 22, 2021 | Market Updates
The team used its collective vision to plot a course for 2022, and our own Dave Wagner, CFA gave it a fun theme as only he can do. The piece you’ll see below tackles the serious issues that exist, among them monetary policy, inflation, speculative froth, and...
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,...
