by Jacob Millican | Jan 29, 2026 | Financial Planning, Investment, Retirement
Every January, investors are flooded with market forecasts promising clarity about what the year ahead might bring. Predictions about interest rates, inflation, elections, recessions, and market returns dominate headlines. They’re delivered with confidence, backed by...
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 | 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...
