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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

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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

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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

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How Markets Across the World Performed in Quarter 1 of 2019

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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

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[caption id="attachment_2109" align="alignnone" width="150"] Mike Mills, CFP, CLU, CFS Managing Partner[/caption]

Mills Wealth Q4 2018 Market ...Read More

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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. 

 

4th Quarter Market Review 2018 PowerPoint Slides

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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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