by JD Gardner | Mar 7, 2023 | Market Updates
This month’s note is a carryover from last month’s, where we highlighted the rise of the “set it and forget it” portfolio over the last couple of decades, and the potential issues we see with that mentality. These portfolios are dependent on bonds working. By...
by JD Gardner | Feb 6, 2023 | Market Updates
Think Different – Be Different Day in and day out, our time is spent in the trenches with financial advisors and their end clients. Some are new relationships; some we’ve had the privilege to work with for years. We aim to be a valuable relationship and extend...
by David Wagner | Jan 23, 2023 | Market Updates
As one of the most searing dissections of 1980s yuppie culture, American Psycho has become a movie with a cult following, as it depicts Patrick Bateman’s journey of a part-time Wall Street brokerwith a full-time serial killer. American Psycho is complex film. By the...
by Aptus PM Team | Jan 13, 2023 | Market Updates, Most Read
This is our biggie each quarter, pages of charts and the context to go with them. As always, we think the windshield view is far more relevant than the rearview. But it’s through the rearview that we get a sense of the path traveled to this point, helping to set...
by John Luke Tyner | Jan 9, 2023 | Market Updates
2022: Unprecedented in Modern Market History For only the third year since 1926, both US stocks and bonds lost money (the other two occurrences were … 1931 and 1969. The 60/40 portfolio simply didn’t work. While this might not be new news, we believe it...
by JD Gardner | Jan 4, 2023 | Market Updates
Markets Have Changed Discounting is the mathematical practice of estimating what a cash flow in the future is worth TODAY. Higher rates used in discounting lead to lower values today, while lower rates used in discounting lead to higher values today. Given...
