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...
by Jacob Millican | Jun 11, 2026 | Performance
Each month, I review how the Income Bucket is positioned, what influenced results during the month, and how the portfolio continues to evolve as opportunities emerge. May looked very different from April. Equity markets moved sharply higher even as headwinds in...
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...
