by Aptus PM Team | Jan 5, 2024 | 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: Joseph: In any given year, the leaders and laggards change but a diversified portfolio can get clients...
by David Wagner | Jan 3, 2024 | Blog, Market Updates
December ’23 Market Recap: Investors enjoyed broad-based relief in the fourth quarter. After rising sharply in Q2 and Q3, rates peaked in the fourth quarter fueled by Powell’s pivot at the December FOMC meeting. Similarly, oil prices peaked in late September and...
by JD Gardner | Jul 6, 2023 | Market Updates
The Volatility Tax Almost 2 years ago to the day, we published this piece: Reducing the Volatility Tax. We thought revisiting this concept was timely given the last 18 months. Look at the table below and the returns of each segment of stocks during 2022, the...
