by Jacob Millican | Sep 4, 2025 | Financial Planning, Investment, Retirement, Taxes
The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4, 2025, with much fanfare—and yes, the name sounds like something dreamed up in a focus group. But beyond the marketing, this bill brings real, sweeping changes to the tax code. These updates affect...
by admin | Jul 16, 2025 | Financial Planning, Investment, Retirement, Taxes
May was another strong month for private investments. While public markets wrestled with conflicting economic signals and an unsettled rate outlook, private equity, credit, and real estate strategies quietly did their job: providing steady income, stable growth, and...
by admin | Jun 26, 2025 | Financial Planning, Investment, Retirement, Taxes
April reminded us yet again why private investments continue to serve as the ballast of long-term portfolios. While public markets were roiled by tariff announcements and conflicting Fed commentary, private investment strategies largely held steady. Performance across...
by admin | Jun 5, 2025 | Financial Planning, Investment, Retirement, Taxes
As we closed out the first quarter of 2025, public markets continued to show their familiar pattern of volatility, with swings driven by mixed economic data, shifting Fed expectations, and ongoing global tensions. Amidst that backdrop, private investments once again...
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 | Mar 5, 2024 | Financial Planning, Investment, Small Business, Taxes
In the realm of selling business assets or real estate, capital gains tax strategies play a pivotal role in maximizing financial outcomes. The tax levied on the profit from these sales can significantly impact your investment’s profitability. However, leveraging...
