by Brian Jacobs | Oct 23, 2026 | Blog, Investment Concepts
Mutual fund shareholders who stay are paying for the ones who left. You don’t have to. Distribution season came early and came in heavy. By mid-October, 284 funds were already estimating payouts above 10% of NAV, with most fund firms still to report. The money...
by Michael Sefscik | Sep 29, 2026 | Blog, Investment Concepts
Picture the same car lease at two different dealers: same exact car, same monthly payment, same coverage if something breaks. The only difference is that one lets you drive 2,500 more miles a year. Dealer A keeps its full fee. It’s built into your payment, and...
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 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 Marketing | Jul 23, 2026 | Market Notes, Media Notes
13 Investment Must Reads for This Week (July 21, 2026) Read Brian Jacob’s full blog: Return of Capital: The Good, the Bad, the Misunderstood
