by JD Gardner | Jul 7, 2021 | Market Updates
Investment Objective We work with the lifeblood of financial services. With advisors serving the families that have worked hard to accumulate assets and need those assets to work for them. Most investment objectives are based on life goals, not benchmarks. We think...
by David Wagner | Jul 2, 2021 | Market Updates
Developments over the Past Month: Stocks continue to chop between the 4050 – 4300 SPX range that they have been trapped in since mid-April – though, it ended the month on the higher end of this level. A second meme stock rally has filled the news headlines in an...
by JD Gardner | Jun 2, 2021 | Market Updates
Fear of Missing Out This market is a FOMO generating machine. From our vantage point, there is more delusion around returns and disregard for risk than we ever thought possible. Why be content with 15% when you can go buy some random crypto coin that was created out...
by David Wagner | Jun 2, 2021 | Market Updates
Developments over the Past Month: Thus far, 2021 has continued the inflation theme in the market. Value continues to outpace growth, small caps have performed well, and bond yields reflated. The bond and equity market are signaling two different inflationary...
by JD Gardner | May 4, 2021 | Market Updates, Most Read
Aptus has six team members that are former collegiate basketball players and two that went on to play professionally. That is almost 50% of our roster. This shared background creates a competitive culture and basketball analogies as a go-to for simplifying the...
by David Wagner | May 3, 2021 | Market Updates
Developments over the Past Month: Thus far, 2021 has continued the inflation theme in the market. Value continues to outpace growth, small caps have performed well, and bond yields reflated. 10Yr Treasury yields have marched higher (0.93% on 12/31/2020),...
