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 David Wagner | Mar 7, 2023 | Blog, Macro Updates
I’ve fielded a few questions regarding Mike Wilson’s (of Morgan Stanley) recent market commentary. Outside of corporate profitability, i.e., margins driving down future earnings, one of his biggest takes is on the current valuation of the S&P 500. As of 3/7/23,...
by James Yahoudy | Jan 9, 2023 | Blog, Financial Planning
It’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 likely in a totally different place. Simply said, 2022 was painful, almost regardless of your risk...
