by Aptus PM Team | Oct 2, 2020 | Market Updates
Context for our forthcoming Q3 Chart Book, a quick run through some highlights: Global markets rallied in Q3, as both domestic and international stocks posted very healthy returns during the quarter. This past quarter was a tail of two environments, as both July...
by Aptus PM Team | Oct 2, 2020 | Market Updates
Embrace the Cost of Hedging…with open arms! We have been excited to write this month’s update. Hedging to improve outcomes is the center of our business and approach to managing the money entrusted to us. Typically, we discuss return and risk as they are connected...
by Aptus PM Team | Sep 29, 2020 | Market Updates
Election years have always had a funny impact on the markets, every little piece of news (and noise) is capable of sending the indexes up or down – and sometimes, up and down – violently. Even more acute is the impact election year dynamics have on investors’...
by Aptus PM Team | Sep 2, 2020 | Market Updates
From our view, what has happened matters less than what might happen – keep that in mind as you continue. The discrepancy between growth and value has been astonishing enough for us to chime in on how that is impacting your portfolios and our process. So, what has...
by Aptus PM Team | Aug 3, 2020 | Market Updates
Rule #1 – Avoid major losses. Abide by rule number one, and everything is made easier. By everything, we mean the ability to generate sufficient returns and compound wealth. This will be a short note…a reminder of the risk that grabs our attention, and the actions we...
by Aptus PM Team | Jul 9, 2020 | Market Updates
The Good Better Economic Data – Economic data, which lags the stock market, hit rock-bottom as expected during April and May, but some early signs of a recovery have begun to appear. Just look at the jobs data. Better than Anticipated Earnings – EPS expectations...
