by David Wagner | Feb 23, 2023 | Blog, Macro Updates
I’m going to cut to the chase here – I’ve been reading a lot on the debt crisis here recently, especially after the Congressional Budget Office (“CBO”) released its latest Budget and Economic Outlook last week. This report projects the US fiscal and economic outlook...
by Marketing | Feb 3, 2023 | Market Notes, Media Notes
Fed Raises Interest Rates Yet Again: What the Experts Are Saying 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 informational...
by David Wagner | Jan 23, 2023 | Blog, Macro Updates
Unfortunately, we are about to talk politics – let’s rip the band aid off and dive in. The U.S. just hit its debt limit. Taking a Trip Down Memory Lane Essentially, the political environment in D.C. in ’11 is much like today – Dem. President / Dem....
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...
by Aptus PM Team | Dec 30, 2022 | 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: No shortage of big market stories this year, but among the most widely felt may be the...
