by Aptus PM Team | Aug 28, 2020 | Blog, Fixed Income
As we think about economics from a high level it is arguably one of the most interesting and misunderstood topics we face as investors and humans. It is truly the crossroads of man’s two most influential ideas on civilization…what is the best way people and money...
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 30, 2020 | Blog, Fixed Income
We have the privilege to receive modeled portfolios from advisors all over. They vary in risk tolerance and philosophy although most have some degree of blending passive and active/ tactical management. With each portfolio, we get a strong understanding of the...
by Aptus PM Team | Jul 30, 2020 | Blog, Equities
Morningstar’s style box has been a huge influence in driving investors to see stocks as either value or growth. We think this classification falls woefully short, is highly sector-driven, and fails to separate our favorite stocks of all…Compounders. What...
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...
