by David Wagner | Feb 2, 2023 | Blog, Market Updates
January ‘23 Market Recap: The “January Effect” was in full order this past month. The worst performing sectors in 2022 led last month: Consumer Discretionary (+15%) and Communication Services (+14%). Meanwhile, defensive Utilities (-2%) and Staples (-1%) were the only...
by Aptus PM Team | Dec 19, 2022 | Blog, Market Updates
The Necessity to Focus on What Matters – One of the most influential things that we’ve all learned is that short-term events rarely matter. In the moment, they will feel like they do, but they simply will not add value over longer periods of time. This...
by Aptus PM Team | Dec 19, 2022 | Market Updates, Most Read
“O Muse!, Sing in me, and through me, tell the story, Of that skilled investor, in all ways of contending, An asset allocation, searching for alpha years on end…” An Invocation of Muse serves as a prologue of events to come, or an outlook in this case,...
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 Marketing | Aug 20, 2022 | Market Notes, Media Notes
A Dovish Powell Could Set Stage for Stocks to Erase All Losses by Year-End Disclosures This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for...
