By Brian Jacobs (Aptus Capital Advisors) At Aptus, we are obsessed with the “math of investment”—from drawdown management to the nuances of the CAPE ratio. But for the select circle Read More
First published on Klement on Investing Accountants and financial analysts are in an arms race. Accountants try to make a company’s financial statements look not only as accurate as possible Read More
A necessary ingredient for a diversified portfolio F. Scott Fitzgerald famously wrote, “The test of a first-rate intelligence is the ability to hold two opposing ideas in the mind at Read More
Brian Jacobs, Aptus Capital Advisors First published here. Every so often, margin debt headlines resurface as a supposed warning sign for the stock market. The latest iteration: U.S. margin balances Read More
This article was first published on Musings on Markets. You might know, by now, of my views on ESG, which I have described as an empty acronym, born in sanctimony, Read More
This article was first published on Musings on Markets. I was on a family vacation in August 2011 when I received an email from a journalist asking me what I Read More
This article was first published on Aptus Capital Advisors. While there is certainly a lot going on in rates markets, it’s been interesting to see participants give more attention to Read More
This article was first published on Learning to Grow. Dear readers, I’ve been an avid user of data aggregators for as long as I’ve been investing. As my investing journey Read More
