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,...
by Jacob Millican | Nov 20, 2025 | Performance
Public markets in September were marked by choppiness — interest rate anxiety, weak consumer sentiment, and renewed recession chatter pulled headlines in every direction. But in the private markets? A different story. Private credit held steady. Real estate kept...
by Jacob Millican | Oct 30, 2025 | Financial Planning, Investment
Understanding the Disconnect Between Relative and Absolute Risk For investors, wealth isn’t just about numbers it’s about security, opportunity, and legacy. Yet, when it comes to managing investments, there’s often a disconnect between how financial advisors assess...
