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
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
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.
...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
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
2017 & QUARTER 4 MARKET REVIEW
Happy 2018 and I hope your year is off to a great start! I wanted to provide you with our thoughts on the current investing environment, go over the impact of the tax cuts and how it may affect portfolios over time, and go over a few thoughts going into 2018. Here’s what you will find in this post:
Mike’s Market Commentary U.S. or International Stocks, which way should we lean? MWA Fund ...Read More