by Brian Jacobs | Feb 10, 2026 | Blog, Investment Concepts
At Aptus, we are obsessed with the “math of investment”—from drawdown management to the nuances of the CAPE ratio. But for the select circle of advisors we partner with, the conversation often shifts to the most predictable form of alpha available: tax...
by Brian Jacobs | Jan 26, 2026 | Blog, Investment Concepts
Equity markets have recently been dominated by the “Magnificent” few and a relentless bid for high-beta tech. Suggesting that lower volatility stocks can retain their documented long-term benefit feels a bit like advocating for marathon training during a...
by Brian Jacobs | Dec 18, 2025 | Blog, Investment Concepts
Back in February, we wrote about a common tax mistake investors make with their fixed income allocations: ignoring the state tax benefits of Treasuries. A simple breakout of Treasury income (which is not taxable at the state) can save clients thousands (or more). As...
by Brian Jacobs | Dec 2, 2025 | Blog, Investment Concepts
As affordability pressures rise, leaders are proposing the idea of ultra-long mortgages, including 50-year terms, to entice buyers. The pitch sounds intuitive: stretch the loan longer and lower the monthly payment. However, at today’s interest rates, the...
by Brian Jacobs | Nov 21, 2025 | Blog, Investment Concepts
Private credit has become the industry’s favorite shiny object, recently surpassing the entire market for listed high-yield corporate bonds with $1.7 trillion in assets per Preqin. The yield looks great, the line on the chart looks smooth, and the marketing is...
