“Bottoms in the investment world don’t end with four-year lows; they end with 10- or 15-year lows.” — Jim Rogers Millikan is the “recession resistant” portfolio up for review this morning. Before diving into the analysis let me attempt to write down a few ideas when trying to deal with this high market. “How should […]

“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 […]