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
Click below to see how markets across the world performed during the 3rd quarter of 2018....Read More
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
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
Section I: Portfolio Performance
What a year! In addition to this newsletter please know that your quarterly portfolio reviews have been uploaded to your client portal as of 10-13-2017. To date almost every major asset class is positive and some asset types, like emerging markets, are up over 25% year to date. While we can’t expect to get double-digit returns every year that doesn’t mean asset prices must come tumbling down either. The attachment below shows the ...Read More
Last week, Equifax, 1 of the 3 largest credit card monitoring companies, announced that hackers stole half of the US population's Social Security numbers in what will likely end up being one of the worst data breaches in history.
Below we have listed simple steps we think our clients and friends should consider taking because of this incident. We have ...Read More
We are honored to be quoted in Forbes about one of the innovative strategies we are using in our back office to increase transparency into our successful time-tested investment process.
The Core+ methodology™ uses academics, and the peer review process to filter and test the best ideas from academia. We then execute the best ideas that are consistent with our core beliefs of low ...Read More