by Aptus PM Team | Apr 6, 2021 | Market Updates
Absolute valuations matter, if the history of markets is any guide. They can be a solid indicator for future returns. High valuations today lead to lower returns moving forward, and vice versa. That’s how markets work – they are mean reverting. That can be...
by Aptus PM Team | Mar 2, 2021 | Market Updates
Rates Are Moving Interest rates – just look at what the yield (the interest rate) of 10-year government bonds has done recently. The arrow is pointing to the start of 2021, starting below 1% and spiking over 1.5%. Source: Bloomberg, 03.01.2021 ...
by Aptus PM Team | Mar 2, 2021 | Market Updates
Market Action in February: Despite plenty of fireworks in a handful of somewhat wonky assets, major asset classes were up slightly in February, with small caps leading the party. The first week of February saw the S&P 500 Index jump back to all-time highs,...
by Aptus PM Team | Feb 1, 2021 | Rebalance Rationales
Below is a brief rationale behind the rebalance directions given by our PM team. We will be working through these changes and anticipate being fully positioned in early February. You can expect to see the updated models from us in the coming days. The highlights of...
by Aptus PM Team | Feb 1, 2021 | Market Updates
The lifeblood of financial services is the $500k to $3 mil family nearing or in retirement that will need to tap assets at some point. They need two things: Sufficient growth A return stream they can stomach. These families and the advisors serving these families are...
