by JD Gardner | Dec 6, 2022 | Market Updates
A quick reminder, the formula for generating investment returns looks like this: Return = Yield + Growth +/- Valuation Change Here’s the graphic showing each of the 3 potential drivers of return, broken out with annualized return of each component, by...
by JD Gardner | Nov 3, 2022 | Market Updates
4% yields look attractive. Are they? Rate Environment We are writing this on 11/2/2022 as markets await the 1pm CST FOMC (Federal Open Market Committee) statement followed by Chairman Powell’s press conference. Another 75bps hike seems to be a given. ...
by David Wagner | Oct 10, 2022 | Market Updates
“O Muse!, Sing in me, and through me, tell the story, Of that skilled investor, in all ways of contending, An asset allocation, searching for alpha years on end…” -Invocation of Muse An Invocation of Muse serves as a prologue of events to come, famously used by...
by Aptus PM Team | Oct 5, 2022 | Market Updates
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 JD Gardner | Oct 5, 2022 | Market Updates
We are three quarters through 2022 and it’s been a tough year. We’ve weathered this market turmoil, but I’m fully aware being down ‘less’ is not something most investors view as a win. Let’s recap what’s happened, while keeping our focus forward. The windshield...
by Aptus PM Team | Sep 29, 2022 | Appearances, Market Updates
Our PMs spend a ton of time on research and portfolio reviews, and I’ve made it a habit to grab 30 minutes to ask what they’ve been seeing. Given market conditions, we opened it up to advisors to make sure we were tackling the most common things on...
