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...
by Aptus PM Team | Dec 31, 2020 | Market Updates
You Have to Know Where You’ve Been to Know Where You’re Going The profile of the global equity market through the current recession has, so far, been more extreme than most cycles. The market fell into a recession much faster than average (the fastest since...
by Aptus PM Team | Dec 2, 2020 | Market Updates
We thought AQR did a great job describing the history of hedges and the high cost of carry. Their conclusion is that hedges have proven too costly to be worth using. But what about the cost of owning bonds? Isn’t that where we are now? Surely a retiree portfolio is...
