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...
