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:
Contributions ...Read More
Client Question: My Portfolio is Underperforming the Market
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
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