by Marketing | Aug 5, 2026 | Market Updates
Mobile Bay is protected by Fort Morgan on one side and Fort Gaines on the other. There’s history— “Damn the torpedoes! Full speed ahead!”—and an abundance of life at the intersection of the bay and the Gulf of America. Within a relatively short distance, you have...
by Marketing | Jun 12, 2026 | Market Notes, Media Notes
Stocks and Bonds Are Moving Together. That’s Bad News for Your Portfolio.
by Brian Jacobs | May 13, 2026 | Blog, Investment Concepts
Most portfolios are decorated. Fewer are built by an architect. The difference shows up in the storm. A decorator works the surface. They pick what looks good in the current light and refresh it when tastes change. An architect works the structure. Load paths,...
by Aptus PM Team | Aug 6, 2024 | Blog, Market Updates
Global markets are experiencing notable declines, from challenges within Japan and the yen carry trade unwind. This event appears technical, but we are vigilant in assessing its broader implications. Yen Carry Trade: What is It? The yen carry trade is...
by Brian Jacobs | Jul 16, 2024 | Blog, Investment Concepts
In the world of investment strategies, the 60/40 portfolio, with 60% allocated to equities and 40% to Treasuries, is the classic approach aimed at balancing growth and stability. But what if the stability component is less likely to help the next time equities take a...
