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 Aptus PM Team | Jul 17, 2026 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from asset convergence and divergence to equity supply and demand, to rates and the state of oil and inflation. Have a great...
by John Luke Tyner | Jul 16, 2026 | Blog, Bonds
Every so often, you see a shift in the data that lines up with a transitional moment; this week’s developments could be that moment. We just had three instances that could change the “imminent Fed Hikes” narrative: a) Fed Chair Kevin Warsh’s testimony on Capitol...
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,...
by Aptus PM Team | Jul 10, 2026 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from a historic rally with improving breadth, to record earnings and margins, the AI buildout reaching the labor market, and...
