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...
by Jacob Millican | Nov 30, 2023 | Financial Planning, Investment, Taxes
Please visit our YouTube page to follow our channel with videos about the markets, investments, and financial planning. Get your FREE retirement assessment. Free Assessment This content is developed from sources believed to be providing accurate information. It may...
by Jacob Millican | May 10, 2022 | Financial Planning, Investment, Retirement
The 60/40 portfolio has been a stalwart for a generation. But as equity markets have moved into bearish territory to start 2022, bonds have also suffered unexpected losses. The bonds are supposed to the ballast to the equities in your portfolio, especially in volatile...
by Jacob Millican | Dec 28, 2021 | Investment, Retirement, Small Business
In part 5 of our series, we’re covering cross-tested plans. We’ve covered profit sharing plans, 401(k) plans, safe harbor plans, and last week, social security integration plans. Cross-tested plans offer the most targeted approach to employer contributions....
