The One Policy Investors Skip

by Brian Jacobs | Jun 23, 2026 | Blog, Investment Concepts

Common practice is to insure your house, your car, your life, your health, and even your dog. Then you reach what may be the largest financial asset many families own, the investment portfolio, and skip the insurance step entirely. To see why that might be a mistake,...

“Instead of giving investors a taxable dividend, Nvidia is spending on developing its hardware,securing its technology ecosystem and investing in partnerships for its chips. These deployments should have better long-term [internal rates of return] than a small token dividend”

by Marketing | May 20, 2026 | Market Notes, Media Notes

Nvidia is generating a lot of cash. How should it be spent?

“Since it is early in the year, the FOMC is likely going to be cautious on any interest rate move”

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

‘Softer But Not Weak’: These Investors Think Today’s Jobs Print Is Just Right

“[With the 10-year yield now at the lower end of its recent 4%-5% range], the real question is whether we hold there or go even lower.”

by Marketing | Sep 22, 2025 | Market Notes, Media Notes

 Where did all the ‘bond vigilantes’ go? Investors keep buying long-dated Treasurys

“While investors may be shifting dollars into money funds, the overall amount of cash held has remained steady”

by Marketing | Sep 22, 2025 | Market Notes, Media Notes

U.S. Investors Are Flush With Cash, and Happy to Keep It There