by Jacob Millican | May 22, 2026 | Retirement, Financial Planning, Investment, Taxes
Estate planning is one of the few areas in financial life where awareness and action consistently move in different directions. Most people recognize its importance, yet relatively few make it a priority until circumstances force the issue. According to Trust &...
by Jacob Millican | May 7, 2026 | Performance
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 long-term planning. Markets remained volatile in April, with continued uncertainty around interest rates, inflation, and...
by Jacob Millican | Apr 23, 2026 | Financial Planning, Investment, Retirement
Most investors don’t think they are taking on too much risk. But over time, small decisions can quietly increase portfolio risk in ways that aren’t always obvious. Not because of the market. But because of how portfolios are built and managed. After years of working...
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)...
