by Aptus PM Team | Aug 29, 2025 | Process Papers
Investors love to talk about performance. Advisors love to show charts. But the number that matters most is the return clients actually capture, both pre-tax and after-tax, while still protecting against inflation and market drawdowns. Traditional portfolios often...
by Brian Jacobs | Aug 20, 2025 | Blog, Investment Concepts
If you’re on any form of social media, you’re probably seeing headlines about funds boasting “30 percent yields” and retail investors rushing in. There are even Reddit communities where people claim they can “borrow at 10 percent and pocket the spread” or use these...
by Marketing | Mar 17, 2025 | Market Notes, Media Notes
States Don’t Tax Treasuries Directly. But File With Care in These 3
by David Wagner | Sep 11, 2024 | Blog, Market Updates
First and foremost, I hope everyone takes time to reflect on the events of 23 years ago and pray for those who lost their lives, fought for our country, risked their lives to save others, and for the safety and unity of everyone in our country. These events...
by James Yahoudy | Apr 18, 2023 | Blog, Financial Planning
As we put a wrap on another tax season, can we reflect? Savings and retirement Income planning, which are really at the core of every financial plan, tend to always have taxation as the common consideration. We naturally want to pay the minimal amount of taxes today....
