“Energy can and should be a part of people’s portfolios from a diversification and real return potential side”

by Marketing | Mar 9, 2026 | Market Notes, Media Notes

Dow closes wild session up 200 points as oil reverses lower and Trump signals Iran war near an end: Live updates

“Costco’s stock had high expectations heading into the print given its above-average valuation, but the market will likely continue ⁠to view the stock as a safe haven due to geopolitical volatility”

by Marketing | Mar 6, 2026 | Market Notes, Media Notes

Costco signals price cuts if tariff refunds materialize

“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