Aptus Monthly Note

by Marketing | Mar 6, 2026 | Monthly Note

2026 March 2026: The Productivity Miracle You Need to Capture February 2026: Simple Formulas January 2026: Driving Higher CAGRs 2025 December 2025: Time November 2025: Where Do You Buy Your Cheerios? October 2025: What’s Old is New September 2025: Seeking Higher...

“The company continues to see fairly negative trends in key, higher margin categories such as Apparel and Home Furnishings”

by Marketing | Mar 3, 2026 | Market Notes, Media Notes

Dow Cuts 1,277-Point Drop as Trump Tames Energy Threat: Stock Market Today

“Investors need to think differently about bonds because I don’t think they will protect portfolios as much as they have historically”

by Marketing | Mar 3, 2026 | Market Notes, Media Notes

Dollar Reclaims Ultimate Haven Role as War, Inflation Angst Grow

“Most advisors are doing some level of tax-loss harvesting, but far fewer are consistently prioritizing tax-efficient vehicles in taxable accounts. That disconnect between strategy and execution is where a lot of the opportunity lies.”

by Marketing | Mar 2, 2026 | Market Notes, Media Notes

Aptus Capital’s Brian Jacobs sees advisor opportunity in the tax drag most portfolios ignore  

“The cost of staying king is catching up with them”

by Marketing | Feb 26, 2026 | Market Notes, Media Notes

Nvidia’s Quarterly Profit Hits $43 Billion on Strong A.I. Chip Sales