“Preserving wealth in retirement requires more than pursuing returns—it requires preparing for periods when financial markets and government policies work against investors. History has shown that extended market corrections, rising inflation, low real interest rates, and increasing government debt can create an environment in which traditional investment strategies struggle to protect purchasing power. A thoughtfully […]

Millikan is the asset allocation portfolio up for review this morning and it is undergoing a few changes.  The new allocation of assets is designed to further diversify the portfolio, provide additional resistance to a possible recession, and to counter the high probability of financial repression.  Read the blogs on Financial Repression (FR) and look […]