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.
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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.
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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
2017 Q3 MARKET REVIEW AND MORE UPDATES
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
The 4 Steps You Must Take Now
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