by Jacob Millican | Aug 27, 2026 | Financial Planning, Investment, Retirement
One of the things I’ve noticed over the years as a financial advisor is how differently investment growth feels depending on how much someone has accumulated. Early on, progress can feel painfully slow. You save, contribute to retirement accounts and hopefully...
by Jacob Millican | Aug 13, 2026 | Performance
July provided a good example of why I think about portfolio income separately from what is happening in the stock market. Equity markets sent very different signals during the month. Smaller companies and value-oriented stocks generally held up better, while...
by Jacob Millican | Jul 23, 2026 | Financial Planning, Investment, Retirement
When people think about investment risk, they usually picture a bear market, inflation, or rising interest rates. Those risks are real. But a growing threat has nothing to do with the markets. Instead, it involves convincing good people to willingly hand over their...
by Jacob Millican | Jul 9, 2026 | Performance
June marked a mixed month for equity markets. While the S&P 500 and NASDQ 100 were down in June, the DOW was up over 2.5%. While the equity markets were trying to figure out where to go, the portfolio remained focused on something different: building diversified...
by Jacob Millican | Jun 25, 2026 | Retirement, Financial Planning, Investment
Every time Warren Buffett buys or sells a stock, it becomes a headline. Earlier this year, Berkshire Hathaway disclosed that it had significantly reduced its position in Amazon while continuing to trim Apple — moves that immediately sparked speculation about whether...
