Mills Wealth Market Update 1st Quarter 2023
Spring is here and symbolizes a fresh start and new life. We hope this theme continues throughout 2023 in the market as well. Though the markets are up in 2023, it hasn’t been without volatility or headlines. Between banks failing and countries moving away from the dollar, there ...Read More
How Markets Performed Across the World in the First Quarter of 2023
The market investing year of 2023 is off to a solid start. Despite some concerns with the liquidity ove some banks, ALL equity and fixed income markets were positive in the first quarter. International Developed Stocks were up 8.02% over the quarter followed by the US Market at 7.18%, Emerging Markets at 3.96%, and Global Real ...Read More
3rd Quarter 2022 Mills Wealth Update
“The key to making money in stocks is not to get scared out of them.”
-Peter Lynch
I hope the end of the 3rd quarter finds you and your family well. I don’t know if it is my age or the heat radiating off my beautiful wife, but I thought this summer was never going to end. I’m excited about the ...Read More
MWA 2nd Quarter Market Update - Unprecedented Times
As most of you are aware, 2022 has been a tough investing climate in the market. It is rare that both stocks and bonds do poorly at the same time. The last time this happened was almost 2 decades ago in 1994, and only bonds ended the year down. However, it’s the first time in at least 50 years that stocks, ...Read More
MWA Quarter Update - Active Management, Market Declines and Stocks
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 some great updates. ...Read More
MWA 2nd QUARTER 2020 COMMENTARY: A Tale of Two Quarters
Section I: Market Update Report
The second quarter of 2020 was a dramatic comeback from the first quarter. If you click on this link you will be able to download our graphical review of the second quarter. In this, you will notice ...Read More
MWA 1st Quarter 2020 Commentary
Section I: Market Update Report
The first quarter of 2020 was volatile, to say the least. If you click on this link, you will be able to download our graphical review of the first quarter. In this, you will find that all global equity ...Read More
How Markets Performed Across the World in Q1 2020
Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 1 of 2020 each equity market was down more than 20%, with real estate being down the most at -29%
Articles of Interest Going into 2020
In an effort to save you time, I have linked to several additional articles of interest that you can come back to later if desired. If you have time, please read these articles as they are chalked full of good information, stories, and lessons. Below, I have included descriptions and explanations of why I included these articles or links in this report. Enjoy and thanks for letting us help you and your family create your plan to accomplish your goals.
...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