by Aptus PM Team | May 3, 2024 | Market Updates
Given the popularity of our weekly Market in Pictures, we thought it made sense to pick out a few and go into more detail with our PMs. In this edition, Dave and John Luke will spend a few minutes on each of the following: Typical Market Drawdowns Q1 Earnings...
by Aptus PM Team | Apr 3, 2024 | Market Updates
For a more in-depth look into our market thoughts, please review our Quarterly Chartbook. Our 3 pointer video will cover the market backdrop and spend a few minutes on each of the following: Stocks and Bonds in Q1 Valuations and Up/Down Catalysts Historical Context...
by Aptus PM Team | Apr 1, 2024 | Market Updates
Our favorite fund manager David Dredge made a return visit to the Macro Hive podcast, and again it was a joy to hear him discuss better ways to pursue compounding wealth. Two years ago we wrote Protect and Participate to share our common thinking about the investment...
by Aptus PM Team | Mar 6, 2024 | Market Updates
Given the popularity of our weekly Market in Pictures, we thought it made sense to pick out a few and go into more detail with our PMs. In this edition, Dave and John Luke will spend a few minutes on each of the following: Rate Expectations Market Concentration by...
by JD Gardner | Mar 5, 2024 | Market Updates
We group portfolio risk into two categories: Longevity Risk Drawdown Risk (A form of volatility risk) Risk #2 dominates the minds of most advisors and clients we speak with. Behaviorally, most of us have an aversion to losses. Mathematically, large drawdowns are...
by JD Gardner | Feb 6, 2024 | Market Updates
Very few days pass that don’t involve a cast net being thrown at our house. I’m not sure I can think of anything I’d rather do than throw the net with my crew. My kids have grown up learning early and often because in lower Alabama, it’s a necessary skill if you enjoy...
