The First Friendly Quarter to Investors in 2022 DOWNLOAD THE PDF For the first time in 2022 all markets were positive. You’ll notice that ALL Equity, Real Estate Markets, AND Bonds were up. Granted all 1 yr data points are negative, this is a positive step towards regaining losses. The
Stop by our Southlake wealth-management office, just off TX-114 and minutes from Westlake, Trophy Club, and Colleyville, to meet the team that’s guided North Texas families and business owners for 25 years. Mills Wealth Advisors delivers fee-only financial planning, retirement-income strategies, tax-efficient investing, and exit-planning expertise to clients across the Dallas-Fort Worth metroplex. Tap the map below for turn-by-turn directions or give us a call to book your complimentary discovery meeting today.