by James Yahoudy | Jun 29, 2023 | Appearances, Portfolios, Webinar
As we hit the halfway point in the year, investors remain on edge given recessionary worries, persistent inflation, and a slowdown in growth. Yet, we continue to see leadership in markets driving us into the 11th best start to the year for the S&P since 1928 (as...
by Aptus PM Team | Apr 25, 2023 | Rebalance Rationales
The first quarter of 2023 started out with a bang. Q1 experienced what felt like three distinct market cycles condensed into three months. January experienced a perceived “Soft Landing” where inflation was seen as falling quickly while the economic data was on the...
by JD Gardner | Apr 4, 2023 | Market Updates
Decisions are easier to make if conviction of outcome is high, and/or the tradeoff profile is attractive enough. Even if (you think) you know the outcome of an event, if the tradeoff profile is poor then what? Let’s use a real-time example: Given that it’s the NCAA...
by Aptus PM Team | Mar 30, 2023 | Appearances, Portfolios, Webinar
Powell may have gone to Princeton but his chances of a soft landing might not be the same Cinderella story as their basketball team… We’ve seen collateral damage from recent Fed policy, driving volatility in financial stocks. Inflation continues to remain...
by Aptus PM Team | Mar 9, 2023 | Appearances, Portfolios, Webinar
Clients pay you for financial advice, and ultimately expect results. During this session we will talk through best practices in both overseeing and constructing portfolios through technology and the right support. A confident client sticks to your plan: at Aptus we...
