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...
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...
