The next decade in business wonât look anything like the last. The rules are changing. Fast. What used to work â predictable growth, simple systems, even traditional marketing â is becoming outdated. We’re entering a time where adaptability, speed, and clarity matter more than size or legacy. After listening to
Youâd be surprised how fast your financial life can change when you have a clear planâand the right team behind you. Just ask John. We first met John on February 4th. At that time, he was feeling stuck. Not broke. Not reckless. Just⊠overwhelmed. Despite having a liquid net worth
James built and sold a company for eight figures. He didnât inherit wealth. He created itâthrough grit, risk, long hours, and an unwavering belief in what he was building. Today, James is worth over $10 million. But hereâs the twist: Youâd never know it. He doesnât drive the nicest truck
The stock market is expected to be down another 2% today. Do these 4 things before you decide to buy or sell. I’m sure you’ve heard “Buy the dip” a million times in the past 5 years. As a wealth advisor, I know I have! Investors have become increasingly smart
Question: How does Mills Wealth Investment team think about preferred stock compared to common stock? This is a pretty detailed in-the-weeds question, but I think the answer can help explain a little about how we think about building âefficientâ portfolios that barbell risk assets on one side of the portfolio
DOWNLOAD THE PDF In the update below, you will find the following links that will direct you to the topics and resources we have assembled for your benefit. I hope you find it informative and useful. If you have an extra second, read Section III: Around the MWA Office for
This article by Jake DeKinder, a friend of mine that works at Dimensional Funds, is an easy to understand article that dives into 3 concepts that are deeply embedded into the portfolios we manage. These beliefs are important to understand if you ever want to look under the hood to
Here are some tips to jump-start your journey toward financial fitness this fall. Examine, or re-examine, your goals Many people struggle with commitment to a financial plan, but that is usually for one simple reason: Their financial goals were disconnected from their values. The best start to a financial fitness