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...
by David Wagner | Jan 18, 2021 | Market Updates
The Backdrop for the Beginning of 2021 The Good Better Economic Data – Economic data, which lags the stock market, hit rock-bottom as we expected during April and May, but early signs of a recovery have begun to appear. Now that we have a fifth round of...
by Aptus PM Team | Jan 5, 2021 | Market Updates
You’re driving down the highway with a speed limit of 60 MPH. You’ve set cruise control to 67, the sweet spot where you probably won’t get pulled over, and if you did, the penalty may just be a slap on the wrist. There’s no traffic, and you’ve zoned out listening...
by Aptus PM Team | Jan 3, 2021 | Market Updates
As we sit in bewilderment at equity performance in 2020, we take a step back to understand what happened. We can largely thank the year’s impressive equity returns to two things… record government assistance (both fiscal and monetary) and the cost of money...
