by Brian Jacobs | May 15, 2025 | Blog, Investment Concepts
Warren Buffett has never been shy about his skepticism toward Bitcoin. He’s famously called it “rat poison squared” and dismissed it as a non-productive asset. But at the 2025 Berkshire Hathaway annual meeting, his final as CEO, Buffett issued a series of warnings...
by Brian Jacobs | May 5, 2025 | Blog, Investment Concepts
For over a decade, Treasury Inflation-Protected Securities (TIPS) offered little appeal—real yields were near zero, and inflation felt like a distant threat. Fast forward to today, and the landscape has changed meaningfully. Real yields on TIPS are now above 2%,...
by Brian Jacobs | Apr 28, 2025 | Blog, Investment Concepts
Over the past month, the VIX Index has been making headlines, first spiking, then crashing in dramatic fashion at times just a day apart. While many investors recognize the VIX as “the fear gauge,” far fewer understand what it actually measures and how...
by Brian Jacobs | Apr 17, 2025 | Blog, Investment Concepts
Most discussions about tax efficiency focus on maximizing after tax returns, and for good reason. The math is compelling. Consider a 10% pretax return: at a 33% short term tax rate, it becomes 6.7% after taxes if taxed annually. If held for just over a year and taxed...
by Brian Jacobs | Mar 27, 2025 | Blog, Investment Concepts
Fixed-income investors have faced a brutal reality since bond rates bottomed in August 2020. Long-dated Treasuries (20+ years) remain down 40% from their peaks, requiring nearly nine years of coupon payments just to break even. While short-duration bond investors have...
