by Aptus PM Team | Feb 18, 2021 | Blog, Fixed Income
Convertible Bonds experienced an incredible 2020 and start to 2021. The Bloomberg Convertible Index outperformed both the S&P 500 and Nasdaq indices in 2020. We can’t mention CB’s without highlighting Tesla which attributed approximately half of the 2020...
by Aptus PM Team | Feb 1, 2021 | Rebalance Rationales
Below is a brief rationale behind the rebalance directions given by our PM team. We will be working through these changes and anticipate being fully positioned in early February. You can expect to see the updated models from us in the coming days. The highlights of...
by Aptus PM Team | Feb 1, 2021 | Market Updates
The lifeblood of financial services is the $500k to $3 mil family nearing or in retirement that will need to tap assets at some point. They need two things: Sufficient growth A return stream they can stomach. These families and the advisors serving these families are...
by David Wagner | Jan 18, 2021 | Market Updates
The Backdrop for the Beginning of 2021 The Good Better Economic Data – Economic data, which lags the stock market, hit rock-bottom as we expected during April and May, but early signs of a recovery have begun to appear. Now that we have a fifth round of...
by Aptus PM Team | Jan 17, 2021 | Rebalance Rationales
HNW Holdings Update The HNW sleeve is designed to give equity exposure to a group of individual stocks that we think offer attractive prospects through a combination of yield, growth, quality, and reasonable valuations relative to large-cap peers. Purchases: Adobe,...
