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...
by Jacob Millican | Jan 29, 2026 | Financial Planning, Investment, Retirement
Every January, investors are flooded with market forecasts promising clarity about what the year ahead might bring. Predictions about interest rates, inflation, elections, recessions, and market returns dominate headlines. They’re delivered with confidence, backed by...
by Jacob Millican | Jan 15, 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 current results, and how the different pieces of the portfolio work together...
by Jacob Millican | Dec 11, 2025 | Performance
This month starts a new ongoing update focused on one of the most important parts of every financial plan: the Income Bucket. Each month, I break down how this sleeve of the portfolio is built, what it’s meant to do, and how the different pieces—private real estate,...
