by Brian Jacobs | Sep 9, 2026 | Blog, Investment Concepts
In 1975, a Philadelphia inventor named Garrett Brown mailed around a reel of shots that seemed impossible at the time. One of them followed his girlfriend up the seventy-two steps at the entrance of the Philadelphia Museum of Art, and the remarkable thing about it was...
by Aptus PM Team | Sep 4, 2026 | Investment Concepts, Portfolios, Process Papers
Our team has spent the past decade thinking through the best ways to help improve client outcomes, and a good bit of that has been using the options market to better capture the market ups and protect against the downs. A growing portion of the experience utilized is...
by Brian Jacobs | Aug 18, 2026 | Blog, Investment Concepts
Back in 1900, you didn’t take a great family picture so much as you had one painted. John Singer Sargent, a successful portrait painter at the time, charged ~$5,000 a portrait at a time when the average American earned about $450 a year. The fee bought months of...
by Brian Jacobs | Jul 21, 2026 | Blog, Investment Concepts
I rarely share other people’s charts in these posts. This one is too good not to share. Chart source: Cullen Roche, Discipline Funds 07.15.2026 Ask most investors to rank assets by risk, and you will get the same answer. 1. Cash is safe 2. Bonds...
by Brian Jacobs | Jul 20, 2026 | Blog, Investment Concepts
Not every dollar an investment pays out is income. And not every dollar is taxed the same (or, in some cases, taxed at all). Return of capital (RoC) does not change what an investment earns. It changes when the tax bill arrives for an investor and what that bill looks...
by Brian Jacobs | Jul 13, 2026 | Blog, Investment Concepts
On July 4, a new kind of account opened for business. Trump Accounts, created by the 2025 reconciliation law, are tax-deferred investment accounts for children. Kids born between 2025 and 2028 may receive a one-time $1,000 seed from the federal government. Parents,...
