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Quit Monkeying Around  
Have you ever wondered why a blindfolded monkey can often beat professional money managers?  This short article helps explain why. Enjoy!

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Buy and Hold is Dead:
Are Advisors Losing Faith In The Buy and Hold Approach   Thesis: Both clients and advisors have a hard time letting markets work over the long run. It takes an incredible amount of discipline and patience to stock with a

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President Mike Mills of Mills Wealth Advisors featured in Forbes Article
We are honored to be quoted in Forbes about one of the innovative strategies we are using in our back office to increase transparency into our successful time-tested investment process. The Core+ methodology™  uses academics, and the peer review process

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How Small Companies Can Supersize Your Investment Returns
At MWA, one of our core investing beliefs is that risk and return are related. As such, there are three known investment factors that offer higher returns to long-term, patient investors. One of these factors is that small companies offer nearly a

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how to build an How to Build an Institutional Portfolio
How to Build an Institutional Portfolio
How to Build an How to Build an Institutional Portfolio Executive Summary: “Structure Determines Performance” In the following presentation, investors will learn how to build an institutionally weighted portfolio that is considered optimized and efficient. Each slide adds a different asset

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Mills Wealth Advisors Fee
Why We Refuse to Become Fee-Only Advisors
Mills Wealth Advisors refuse to be fee-only here is why At Mills Wealth Advisors, LLC, our team of Certified Financial Planning professionals are 100% committed to acting as fiduciaries, the highest legal standard in a client/advisor relationship—a standard we believe

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Private Markets
Private Markets, Are they the right investment for you? Private markets have been shown to offer a premium to public equity markets because of their higher perceived risk and general lack of liquidity. Should qualified investors with a high net

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DFA’s Long-Term Returns Ranked By Category
I think this one graph shows why we use DFA’s methodology.  I believe DFA’s evidence based approach, has worked, is still working, and should work in the future.  In investing many costs are hidden, and DFA’s low turnover approach handily beats most

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If Markets May Decline, Should I sell now and Buy Back In When Markets Are Cheaper?
We received a really good question that I wanted to share with all of our clients and those who follow us online. “An old and trusted indicator in the bond market is warning about possible trouble ahead in the economy

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Dimensional in the news
One of the leading sources for large institutional endowments and pension fund managers is the trade journal Pensions and Investments. It recently featured Dimensional Fund Advisors in its publication: http://www.pionline.com/article/20161114... I think this article speaks highly of DFA’s methodology, results, and

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Quarter 2 Market Review and More Updates
 Dear clients, I hope your summer vacations are going well and that you are enjoying time with your families. I wanted to give you a brief update on the quarter’s performance and provide some links to our ever-evolving website and blog. We

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10 best finance movies of all time
For many people the subject of investing is dry and dull, but these top 10 finance movies portray real life events in a way that is educational and entertaining.  My take away from most of these movies is that greed

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Hedge fund -To Buy or not?
Should I buy a hedge fund? “According to The New York Times, investors are flocking to funds that mimic hedge fund strategies — like long/short and global macro — hoping the extra diversification will help them avoid getting wiped out

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Personal 401k plan
It’s a fact that today’s company retirement system is failing small business employees. According to Chad Parks, CEO of Ubiquity Retirement, “Sixty-seven percent of small businesses don’t offer retirement plans.” Depending on which study you look at “most employees have

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7 Questions to Ask About Your 1099
Tax season is right around the corner! We feel that it’s important to get to know the various tax forms, especially 1099 forms because there are 17 types. This Morningstar article addresses some great questions concerning 1099 forms. It will

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Looking Back and Moving Forward
  Spring is in the air! I hope you and your family are having a great start to 2017! Our team looks forward to catching up soon. We have several educational events on the calendar. Stay tuned for more information!

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