by Jacob Millican | Apr 9, 2026 | Performance
This monthly update focuses on one of the most important parts of every financial plan: steady, repeatable income. Each month, I break down how the Income Bucket is positioned, what’s driving results, and how each part of the portfolio works together to support...
by Jacob Millican | Mar 26, 2026 | Financial Planning, Investment, Retirement, Taxes
Introduction: The Retirement Income Problem No One Names Much of today’s conversations around retirement income centers on how much retirees can safely withdraw from their portfolios. Concepts like safe withdrawal rates and required minimum distributions (RMDs)...
by Jacob Millican | Mar 7, 2026 | Performance
February continued the strong start to the year for the Income Bucket strategy. After January returned to a more normalized income profile following year-end timing effects, February’s results reflected both the steady income generation of the core holdings and...
by Jacob Millican | Feb 19, 2026 | Financial Planning, Retirement, Taxes
Most people think tax planning happens in March. That’s when returns get filed. Numbers are finalized. Checks are written. But filing a return is not tax planning. It’s documentation. Real tax planning happens year-round through modeling, projections, and scenario...
by Jacob Millican | Feb 12, 2026 | Performance
This monthly update focuses on one of the most important parts of every financial plan: steady portfolio income. Each month, I break down how the Income Bucket is positioned, what’s driving current results, and how the different parts of the portfolio work together to...
