by JD Gardner | Oct 9, 2023 | Market Updates
We will build on this note in weeks to come. As you’ve probably heard us say, we think it makes sense to equip portfolios with a stronger engine (stocks), using better brakes (hedges) to stay risk-neutral vs. traditional benchmarks. If you’ve heard us speak...
by Aptus PM Team | Sep 29, 2023 | Appearances, Market Updates
Globally, YTD equity performance has been dramatically US-biased, but mostly in the first 5 months. Here recently all eyes have been on rates. The 10-year fell to its year-to-date low on April 6th at 3.28%. At quarter end, its value rested at roughly 4.61%. In less...
by JD Gardner | Sep 6, 2023 | Market Updates
We talk constantly about the two main risks we help advisors defend against: Drawdown: sharp drops that interrupt compounding and trigger client fear Longevity: insufficient returns that put clients at risk of outliving their money Let’s focus on Longevity. The...
by Derek Hernquist | Sep 6, 2023 | Market Updates
This was a fun exercise, hopefully the first of a monthly series. 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...
by David Wagner | Jul 6, 2023 | Market Updates
Q2 2023 Key Market Takeaways 1. Everyone was bearish to begin the year, and everything rallied – one of the most anticipated recessions in recent memory has yet to occur, as the consumer has remained very resilient in the face of higher-for-longer...
by JD Gardner | Jul 6, 2023 | Market Updates
The Volatility Tax Almost 2 years ago to the day, we published this piece: Reducing the Volatility Tax. We thought revisiting this concept was timely given the last 18 months. Look at the table below and the returns of each segment of stocks during 2022, the...
