The 3rd quarter was the first quarter this year that saw all markets decline. Global Real Estate was the biggest loser of the quarter at -6.49% followed by International Developed Stocks at -4.10%, the US Stock Market at -3.25%, surprisingly followed by the US Bond Market at -3.23%. Bringing up
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 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.