by Brian Jacobs | Jan 9, 2024 | Blog, Investment Concepts
Unleashing the Power of ETF Tax-Efficiency for Higher Compounded Returns Exploring how reinvested earnings, return, and tax deferral provide the rocket fuel for compounded dollar growth Compounding > Couponing Compounding, the process where reinvested earnings...
by John Luke Tyner | Aug 31, 2023 | Blog, Bonds
Jackson Hole Fed Chair Powell’s message last week at Jackson Hole was direct. The Fed won’t be taking victory laps over inflation just yet. Powell noted “we are navigating by the stars under cloudy skies … we will keep at it until the job is done.” Reminds us...
by Aptus PM Team | Jun 2, 2023 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence: Dave: Technically an up month for stocks, but only if you’re concentrated in megacap tech ...
by Aptus PM Team | Nov 8, 2022 | Most Read, Rebalance Rationales
“What a year it has been” is an understatement for the performance of both risk and conservative assets so far in 2022. In 301 years, we are looking at the 4th worst return ever for government bonds through September. Source: BAML. As of 09/30/22 It has...
by JD Gardner | Mar 25, 2022 | Blog, ETFs, Market Updates
Most people hate taxes – that’s why they should love ETFs. As in past years, capital gains distributions from ETFs in 2021 were a tiny fraction of those distributed by their mutual fund counterparts. Our objective is not to restate the fact that ETFs are more tax...
