by JD Gardner | Jul 7, 2025 | Market Updates
Risk tolerance is used (a lot) in the wealth management space, and I’m not sure anybody thinks about what they are saying at this point. Here’s the gist of what is usually meant: Let’s say you are aggressive as an investor. That tends to mean you can stomach the value...
by Aptus PM Team | Jul 1, 2025 | Appearances, Market Updates
In this Outlook, the Aptus Investment Team discussed: Equity Markets Review Fixed Income Markets Review Important Topics of Discussion The Good, the Bad, & the Ugly Biggest Thoughts Affecting Advisors For our expanded thoughts on the quarter, check out more...
by Aptus PM Team | May 21, 2025 | Blog, Bonds
Last Friday, Moody’s rating agency lowered the US credit rating from Aaa to Aa1 (their version of AA+). Technically, this doesn’t change the US’s overall credit rating because it was already split-rated AA+. This follows downgrades by S&P in 2011 and Fitch in...
by Aptus PM Team | May 8, 2025 | Blog, Bonds
→ FED SAYS UNCERTAINTY ABOUT OUTLOOK HAS ‘INCREASED FURTHER’ → FED: RISKS OF HIGHER UNEMPLOYMENT, HIGHER INFLATION HAVE RISEN → FED HOLDS BENCHMARK RATE IN 4.25%-4.5% TARGET RANGE Source: Bloomberg as of 05.7.2025 The Fed has cut the fed funds...
by Aptus PM Team | Apr 25, 2025 | Blog, Bonds
President Trump Critiques the Fed Earlier this week, President Trump indicated he thinks the Fed should be “early, or on time” cutting rates, but not “too late,” adding it is “a perfect time to lower the rate.” Pressed by a reporter asking if the President has the...
