“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  

“Passive strategies make sense as core exposures, however, we believe the market portfolio has the opportunity for enhancement”

by Marketing | Dec 9, 2025 | Market Notes, Media Notes

How structural innovation in ETFS is changing the way advisors manage risk

The Pain of End-of-Year Mutual Fund Distributions

by Brian Jacobs | Nov 6, 2025 | Blog, Investment Concepts

Why ETFs Deserve the Flow of New Money   Mutual funds distribute gains that investors may not have realized themselves ETFs can defer or avoid those gains through in-kind redemptions Deferral enhances after-tax compounding, especially in taxable accounts New...

ETFs Changed the Game for Equities. Now It’s Time for Fixed Income.

by Brian Jacobs | Sep 8, 2025 | Blog, Investment Concepts

Over the past two decades, ETFs have become the vehicle of choice for investors. They are liquid, transparent, low-cost, and viewed (often correctly) as highly tax-efficient compared to mutual funds. The secret has always been the in-kind creation and redemption...

“As the market evolves, we have to evolve with it”

by Marketing | Mar 7, 2025 | Market Notes, Media Notes

As the market evolves, we have to evolve with it, portfolio manager explains