MWA 2nd Quarter Commentary
Overall the 2nd quarter was a good quarter for most investments (especially very large, fast-growing US multinationals that trade at high valuations). Stocks & Bonds continued to rebound from the pullback that bottomed over the Christmas holidays; as interest rates fell, due to concerns for slowing global growth mostly from the trade war, ...Read More
How Markets Across the World Performed in Quarter 2 of 2019
Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that Q2 of 2019 was a positive quarter all around the world. To see the PDF click on the picture below, or the link above.
Spring Cleaning: Clean Up Your Investment Fees
If your neighborhood is anything like mine, there are probably signs about a community yard/garage sale every weekend. With the wild flowers in full bloom, spring cleaning has begun and just about everyone is joining in. However, I pose this question, "why stop with your house?" Why not do some spring cleaning with your investments, estate planning, insurance planning etc.. Do you know if your investment fees are in line with average fund fees?
Really though, when is the last time ...Read More
MWA 1st Quarter Commentary
What A Difference A Quarter Makes
In the investment world, Wall Street has been known to prey on investor's relatively short memory of the past, but I would like to remind you of Dec 25th, 2018, barely 100 days ago. Markets ...Read More
Déjà Vu All Over Again
Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities.
Over the years, these approaches have sought to capitalize on developments such as the perceived relative strength of particular geographic regions, technological changes in the economy, or the popularity of different natural resources. But long-term investors should be aware that letting short-term trends ...Read More
Perspective on Premiums
I found this article on the web the other day and thought it was very timely. It's probably a 5 minute read. Enjoy!
-Mike
...Read More
How Markets Across the World Performed in Quarter 1 of 2019
Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that Q1 of 2019 was a great quarter. One of the best the US and much of the world has seen (especially in a long time). To see the PDF click on the picture below, or the link above.
Other ...Read More MWA 4th Quarter Commentary
[caption id="attachment_2109" align="alignnone" width="150"] Mike Mills, CFP, CLU, CFS Managing Partner[/caption]
Mills Wealth Q4 2018 Market ...Read More
How Markets Across The World Performed During The 4th Quarter Of 2018
Click below to see how the markets across the world performed during the 4th Quarter.
Year End Tax Planning
With the end of the year approaching, tax planning is probably high on your list of things to do. We wanted to share some thoughts for you to consider before December 31st. Below are some of the ideas we have: