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Southlake, TX 76092

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Year End Tax Planning

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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:

Contributions ...Read More

Client Question: My Portfolio is Underperforming the Market

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We wanted to address a recent client question that we thought made a great point.  “If the S&P500 rises 7.71% this quarter and my account is up only 2% over the same quarter, am I losing out on return and is going to hurt my chances of achieving my goals in the long run?” To answer this, let’s first discuss some ...Read More

Facing a Bear - Do You Run or Stand Your Ground? MWA 3rd Quarter Market Commentary

Staring Down a Bear Our Thoughts on the Markets Insight into MWA Rebalancing Methodology Understanding the Mechanics of a Client Question, “Am I losing out?” What’s Going on around the Mills Wealth Office                                                                                             ...Read More

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How Markets Across The World Performed During The 3rd Quarter of 2018

Click below to see how markets across the world performed during the 3rd quarter of 2018.

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How Retirement is Like Football

Football season is in full swing! With that in mind, here is a article from Investopedia that compares football to your retirement planning. Retirement might be just around the corner or years away. Either way, a game plan is essential to be able to win retirement. Below are some helpful tips for people who are nearing retirement. 

5 Things to Do 10 Years from Retirement

The article discusses 5 things ...Read More

How Much Longer Can This Bull Market Last?

The Longest Bull Market in S&P 500 History

In the Wall Street Journal on Tuesday August 22, 2018 there was an interesting article that included the picture below (Fig 1) showing the S&P 500 Index on the ...Read More

Not All Low Costs Are Equal

Jack Bogle of Vanguard on Low Costs

I came across this article on low costs. It discusses how low costs are continuing to change the landscape of the financial industry. This article discusses some beliefs from one of the largest figures in the low cost movement. A little over 40 years ago Jack Bogle founded Vanguard (one of the funds our firm uses) and has been disrupting the financial industry ever since. 

In this article Jack states he believes even though other companies ...Read More

MWA 2nd Quarter Market Commentary

Dealing with Market Volatility:  Riding the Escalator While Playing with a Yo-yo


I hope your summer is off to a great start.  Summer has rolled into Texas and temps have begun to rise, but thankfully football season will be here before we know it. This year has been flying by. The US market finally cooled off of its 9-year growth ...Read More

If You Are Not Prepared For Retirement- You Are Not Alone
If You Are Not Prepared For Retirement- You Are Not Alone

According to the Prudential 2018 Survey of Retirement Preparedness, when pre-retirees were asked their level of retirement preparedness, they give themselves an average grade of “C”.  Approximately 40% added that they are “not at all sure” how much income they will need each month in retirement and astonishingly, 25% of pre-retirees are not sure how much they are currently saving for retirement.

According to the ...Read More

Q2 Market Review
How Markets Across The World Performed During The 2nd Quarter of 2018

Below is our recap of how the markets across the world performed during the 2nd quarter of 2018. The headlines made it seem like it was a volatile quarter. However, from trade wars to the fed raising rates, for the most parts the markets shifted very little. Take a look.


Click here to see our market commentary for the 2nd Quarter.   If you want to download the PDF, ...Read More

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