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The Aptus Blog

Market notes, charts, investment concepts, and timely market updates, directly from our investment team.

2024-09-23 · Investment ConceptsThe Myth of Cash on the SidelinesYou’ve probably heard the phrase “cash on the sidelines” used in market commentary, often suggesting there’s a huge pool of money waiting to flood into the market. One re2024-09-16 · Investment ConceptsDirect Indexing: A Few Considerations for AdvisorsThere has been much ink spilled on the topic of the explosive growth in the ETF space over the last few years. For this author who came into the profession when the mutua2024-09-09 · Investment ConceptsSelling Puts as a Form of Risk Management?Options offer a flexible approach to managing risk and gaining market exposure. For example, buying put options can serve as a hedge against sudden market declines, allow2024-08-29 · Investment ConceptsThe Lost Century in BondsWhile Treasury bonds appear to offer safety, their real return tells a different story. Despite their nominal stability, investors in Treasury bonds have experienced esse2024-08-19 · Investment ConceptsStock Buybacks: Dispelling the MythsStock buybacks are a frequent corporate practice that often sparks debate and confusion. As a means for companies to return excess capital to shareholders, buybacks can s2024-08-16 · Investment ConceptsThe Wealth Paradox: Should Wealthier Investors Take More Risk?When it comes to investing, there’s a widely held belief that bonds are the safer choice, particularly for those with substantial wealth. After all, if you’ve amassed a s2024-08-05 · Investment ConceptsBeware CAPE Crusaders: Limitations of Shiller’s Ratio in Modern Market ValuationThe Cyclically Adjusted Price to Earnings (CAPE) ratio, introduced by Nobel laureate Robert Shiller in 1988, has long been a cornerstone of market valuation metrics. By s2024-07-31 · Investment ConceptsTackling Longevity Risk: The Hidden Power of Home OwnershipFor many, owning a home is primarily about having a place to live, fundamentally a form of consumption. However, real estate is often viewed as a safe bet for building we2024-07-23 · Investment ConceptsFixed Income: Coupon is KingWhen investing in investment-grade bonds, many investors might be surprised to learn that the vast majority of returns come from coupon payments rather than price appreci2024-07-16 · Investment ConceptsThe Unrealistic Math of Bonds Protecting a PortfolioIn the world of investment strategies, the 60/40 portfolio, with 60% allocated to equities and 40% to Treasuries, is the classic approach aimed at balancing growth and st2024-06-24 · Investment ConceptsWho is Going to Pay You?As we move into the second half of 2024, the outlook appears relatively positive. As we highlighted in last month’s 3 Pointers, when index returns were historically stron2024-06-17 · Investment ConceptsLeverage Your Way to Better Risk-Adjusted ReturnsFor investors seeking to outpace the standard gains of the broader equity market, leveraging market exposures during favorable conditions presents a compelling strategy. 2024-05-31 · Investment ConceptsHigh-Yield: Decomposing and Recomposing Risks for an Improved AlternativeInvestors are always looking for ways to enhance returns, such as seeking alternatives that can provide higher yields without excessive risk. Traditional high-yield bonds2024-05-17 · Investment ConceptsOn Compounding: RIP Jim SimonsJim Simons, the mastermind behind Renaissance Technologies, recently passed away at 86. Simons, a brilliant mathematician and former codebreaker, founded Renaissance in 12024-05-09 · Investment ConceptsThe Risks and Opportunities in Private CreditThough certainly not new, private credit has become increasingly topical within investment circles. While the term seems to invoke mystical feelings of IRR (internal rate2024-05-06 · Investment ConceptsThe Case for Flexibility in Next-Generation Hedged EquityIn the rapidly shifting terrain of financial markets, the adaptability of investment strategies can be a decisive factor in their success. This post delves into the poten2024-04-03 · Investment ConceptsNavigating Retirement: Balancing Drawdown and LongevityRetirement planning is a critical aspect of financial management, and understanding how to manage savings can make a significant difference in financial stability during 2024-03-19 · Investment ConceptsRisk vs Reward: NCAA Bracket EditionThe NCAA Tournament is not just an annual highlight of American sports betting—err, culture—but also a prime lesson in decision-making amidst uncertainty. And no, writing2024-03-13 · Investment ConceptsHidden in Plain Sight: The Case for Small-CapsThe narrative that U.S. equity markets are overpriced has gained traction amongst investors, particularly when headlines are dominated by the astronomical valuations of m2024-02-22 · Investment ConceptsThe Long Game: Using Time to Your AdvantageA common debate in the world of investing revolves around the timing of market entries. While it is true that stocks can underperform cash, especially over shorter time f2024-02-05 · Investment ConceptsPortfolio Diversification: Beyond BondsWhich diversifier added to a balanced portfolio at a 10% weight is more likely to result in a portfolio with higher returns and lower volatility? Asset A: Expected annual2024-01-23 · Investment ConceptsConsiderations in Tight Credit EnvironmentsIn a previous post, we outlined how shorter-duration bonds may now present an intriguing opportunity, as they now offer a yield surpassing forecasted inflation, a welcome2024-01-16 · Investment ConceptsBuy Low, Sell High?Markets at Highs: A Pathway, Not Obstacle, to Strong Market Returns The recent resurgence of global stocks, with many (especially those within the United States) edging c2024-01-09 · Investment ConceptsSnowballing Returns: The Hidden Magic of ETFsUnleashing the Power of ETF Tax-Efficiency for Higher Compounded Returns Exploring how reinvested earnings, return, and tax deferral provide the rocket fuel for compounde2023-12-13 · Investment ConceptsIs Cash King? Assessing Cash Against Bonds in Today’s Market* For the purposes of this post “cash” is meant to be synonymous with 3-month treasury bills* Investors face a dilemma. Should they embrace the incremental risk of bonds,2023-12-12 · Investment ConceptsShohei Ohtani’s Contract Value: What’s Your Discount Rate?Recent reports set the baseball world abuzz with news of Shohei Ohtani, the dynamic two-way two-time MVP of the American League, signing a staggering $700 million, 10-yea2023-11-30 · Investment ConceptsWhy Invest?Investing can be fun. Well, at least some days. Maybe a roller-coaster is a better description. The hardest part is finding a way to keep the train on the tracks by focus2023-10-20 · Investment ConceptsHelping Clients Reach the Finish LineGood reminder that bonds are not always the “safe” asset we all want them to be. A recent Content Hub post from JD, thought it made sense to share in case you missed… We 2023-07-11 · Investment ConceptsThe Never-Ending Balancing ActThere is a constant pirouette of working, saving, and spending throughout our lives. Regardless of your career and net worth, we all attempt to elegantly balance our budg2023-04-18 · Investment ConceptsPaying Taxes Isn’t Always BadAs we put a wrap on another tax season, can we reflect? Savings and retirement Income planning, which are really at the core of every financial plan, tend to always have 2023-02-22 · Investment ConceptsIt’s Time to Move Cash Out of The BankPulling up to the bank in a gold Cadillac with my grandad when I was 7, I was excited. The chance to open my first bank account and make my first deposit. Not sure if it 2023-01-09 · Investment Concepts2022 … A Test For Retirees & Sequence RiskIt’s now time to put a wrap on the year to do some reflecting and planning. At this point last year, your sentiment on your portfolio and maybe even the economy was likel2022-07-28 · Investment ConceptsShould You Care About Inflation?As we see another fed fund’s hike of 75bps this week, we thought it would be worthwhile to simply talk about the basics of inflation. It is very easy to get caught in the2022-06-23 · Investment ConceptsA Plan Will Always Have Something UnexpectedA family member, a young boy yet to reach his 3rd birthday has inspired me and this piece. He went from a potential concussion to 3 weeks in the hospital, and today getti2022-06-08 · Investment ConceptsPortfolio VeggiesA post I wrote when my kids were a bit younger…events change but the prescriptions remain intact: Every advisor wants the same from their clients…save more money, focus o2022-04-25 · Investment ConceptsHelping Clients Tackle Sequence of Returns RiskAs discussed in a prior post, the order in which returns accrue can be the difference between a comfortable retirement and one facing some tough budgeting decisions. The 2022-03-02 · Investment ConceptsStrategies to Address Sequence of Returns Risk“The most important job is to strike the appropriate balance between offense and defense” Howard Marks We recently wrote a piece outlining sequence of returns risk and th2022-02-09 · Investment ConceptsConsidering Sequence Risk In RetirementAs we accumulate wealth and look to save for a variety of goals, there are quite a few factors that will get us to the ultimate decision of how to invest. Understanding h2021-12-21 · Investment ConceptsHow Valuations May Impact Financial PlansInvestors have often faced challenges in pursuing sufficient return. There have been times when stocks had risen to levels that squeezed out a chunk of their future retur2020-09-28 · Investment ConceptsThe Big Miss – Golf’s Connection to InvestingTiger Woods, one of the greatest golfers of all time, has changed his swing four times in his professional career. One might ask why someone with two separate streaks of
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