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Quiet Strength: July’s Private Investment Insights

Quiet Strength: July’s Private Investment Insights

by Jacob Millican | Sep 25, 2025 | Financial Planning, Investment

As public markets continued to wrestle with data-driven swings and short-term narratives, private investments in July remained focused on what they do best: delivering steady income, long-term growth, and low correlation to the daily news cycle. While performance...
June 2025 Private Investments: Strong Yields, Low Volatility, Real Progress

June 2025 Private Investments: Strong Yields, Low Volatility, Real Progress

by Jacob Millican | Sep 18, 2025 | Financial Planning, Investment

As Q2 closed out, public markets traded sideways — caught between sticky inflation, rate speculation, and soft earnings. But behind the scenes, private investments quietly did their job. Credit generated steady yield. Real estate continued to distribute tax-advantaged...
The One Big Beautiful Bill Act: What the New Tax Law Means for Your Financial Plan

The One Big Beautiful Bill Act: What the New Tax Law Means for Your Financial Plan

by Jacob Millican | Sep 4, 2025 | Financial Planning, Investment, Retirement, Taxes

The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4, 2025, with much fanfare—and yes, the name sounds like something dreamed up in a focus group. But beyond the marketing, this bill brings real, sweeping changes to the tax code. These updates affect...
Riding Out the Storm: Lessons from Amazon’s Stock Volatility

Riding Out the Storm: Lessons from Amazon’s Stock Volatility

by Jacob Millican | May 8, 2025 | Investment

This recent spat of of volatility has put a lot of people on their heels. But if you’ve ever wondered what true stock market volatility looks like, take a closer look at Amazon. Since 1999, this iconic tech giant has experienced no fewer than six major...
SECURE Act Final Regulations: What They Mean for IRA Beneficiaries

SECURE Act Final Regulations: What They Mean for IRA Beneficiaries

by Jacob Millican | Apr 9, 2025 | Financial Planning, Retirement, Taxes

When the SECURE Act was passed in 2019, it reshaped retirement planning—particularly for inherited IRAs. Then, in 2022, the IRS issued proposed regulations that further complicated interpretations of the law. Now, with the July 2024 Final Regulations, we have...
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