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...
by Jacob Millican | Apr 9, 2026 | Performance
This monthly update focuses on one of the most important parts of every financial plan: steady, repeatable income. 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...
by Jacob Millican | Mar 7, 2026 | Performance
February continued the strong start to the year for the Income Bucket strategy. After January returned to a more normalized income profile following year-end timing effects, February’s results reflected both the steady income generation of the core holdings and...
by Jacob Millican | Feb 12, 2026 | Performance
This monthly update focuses on one of the most important parts of every financial plan: steady portfolio income. Each month, I break down how the Income Bucket is positioned, what’s driving current results, and how the different parts of the portfolio work together to...
by Jacob Millican | Jan 15, 2026 | Performance
This monthly update focuses on one of the most important parts of every financial plan: steady, repeatable income. Each month, I break down how the Income Bucket is positioned, what’s driving current results, and how the different pieces of the portfolio work together...
by Jacob Millican | Dec 11, 2025 | Performance
This month starts a new ongoing update focused on one of the most important parts of every financial plan: the Income Bucket. Each month, I break down how this sleeve of the portfolio is built, what it’s meant to do, and how the different pieces—private real estate,...
