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Client Communications


QUARTERLY MARKET REVIEWS:

2017 Q1 2017 Q2 2017 Q3  
2016 Q1 2016 Q2 2016 Q3 2016 Q4
2015 Q1 2015 Q2 2015 Q3 2015 Q4
       
       

QUARTER 3 MARKET REVIEW AND MORE UPDATES
Section I:  Portfolio Performance What a year! In addition to this newsletter please know that your quarterly portfolio reviews have been uploaded to your client portal as of 10-13-2017. To date almost every major asset class is positive and some

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The 4 Steps You Must Take Now
Last week, Equifax, 1 of the 3 largest credit card monitoring companies, announced that hackers stole half of the US population’s Social Security numbers in what will likely end up being one of the worst data breaches in history.  

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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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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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