by Jacob Millican | Sep 25, 2025 | Performance
As public markets continued to wrestle with data-driven swings and short-term narratives, private investments in July remained focused on what they do best: delivering steady income, long-term growth, and low correlation to the daily news cycle. While private...
by Jacob Millican | Sep 18, 2025 | Performance
While public markets grappled with inflation prints, shifting rate expectations, and narrow leadership in stocks, June 2025 Private Investments quietly continued doing what they’re built to do: generate consistent income, capture long-term growth, and smooth out...
by Jacob Millican | May 8, 2025 | Investment
This recent spat of of volatility has put a lot of people on their heels. But if you’ve ever wondered what true stock market volatility looks like, take a closer look at Amazon. Since 1999, this iconic tech giant has experienced no fewer than six major...
by Jacob Millican | Apr 9, 2025 | Financial Planning, Retirement, Taxes
When the SECURE Act was passed in 2019, it reshaped retirement planning—particularly for inherited IRAs. Then, in 2022, the IRS issued proposed regulations that further complicated interpretations of the law. Now, with the July 2024 Final Regulations, we have...
