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,...
by Jacob Millican | Nov 20, 2025 | Performance
Public markets in September were marked by choppiness — interest rate anxiety, weak consumer sentiment, and renewed recession chatter pulled headlines in every direction. But in the private markets? A different story. Private credit held steady. Real estate kept...
by Jacob Millican | Oct 16, 2025 | Performance
While public markets grappled with inflation prints, shifting rate expectations, and narrow leadership in stocks, private investments quietly continued doing what they’re built to do: generate consistent income, capture long-term growth, and smooth out portfolio...
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 admin | Jul 16, 2025 | Performance
Another strong month for May 2025 Private Performance. 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...
