by Jacob Millican | Sep 25, 2025 | Financial Planning, Investment
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 performance...
by Jacob Millican | Sep 18, 2025 | Financial Planning, Investment
As Q2 closed out, public markets traded sideways — caught between sticky inflation, rate speculation, and soft earnings. But behind the scenes, private investments quietly did their job. Credit generated steady yield. Real estate continued to distribute tax-advantaged...
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...
