by Aptus PM Team | Apr 16, 2021 | Market Updates
Just a few things had investor attention in Q1, among them… The inauguration of President Biden A blowout earnings season The emergence of meme stocks and our introduction to an online trader nicknamed Roaring Kitty A near endless supply of new SPACs Incipient...
by Aptus PM Team | Apr 6, 2021 | Market Updates
Absolute valuations matter, if the history of markets is any guide. They can be a solid indicator for future returns. High valuations today lead to lower returns moving forward, and vice versa. That’s how markets work – they are mean reverting. That can be...
by David Wagner | Apr 6, 2021 | Market Updates
Looking Back: One year ago, the WHO declared COVID-19 a pandemic and the equity market troughed. The S&P 500 has subsequently soared by 75% during the past 12 months. 10Yr Treasury yields continue to march higher, driving daily movements in the market, and...
by Aptus PM Team | Mar 2, 2021 | Market Updates
Rates Are Moving Interest rates – just look at what the yield (the interest rate) of 10-year government bonds has done recently. The arrow is pointing to the start of 2021, starting below 1% and spiking over 1.5%. Source: Bloomberg, 03.01.2021 ...
by Aptus PM Team | Mar 2, 2021 | Market Updates
Market Action in February: Despite plenty of fireworks in a handful of somewhat wonky assets, major asset classes were up slightly in February, with small caps leading the party. The first week of February saw the S&P 500 Index jump back to all-time highs,...
by Aptus PM Team | Feb 1, 2021 | Market Updates
The lifeblood of financial services is the $500k to $3 mil family nearing or in retirement that will need to tap assets at some point. They need two things: Sufficient growth A return stream they can stomach. These families and the advisors serving these families are...
