By now, you have likely seen that markets across the world have been dropping on what is being called by some Black Monday 2, although that is a bit of an exaggeration. The original Black Monday occurred on October 19, 1987, when the Dow dropped 22.6% in one day. Today,

DOWNLOAD THE PDF Greetings from Tanzania, Africa. The family and I are escaping the heat and taking a once in a lifetime trip to Africa to witness all of natureā€™s wonder via the Wildebeestsā€™ great migration across the Serengeti.  I tried to send this a couple times, but 3G internet

Mills Wealth Financial Advisors - Wealth Family Southlake

The 2nd quarter of 2024 was an interesting quarter to say the least. It started with a negative April, where stocks across the world were down. Which was followed by a hot may where we saw stocks soar positive to ultimately flatten out in the month of June.   Leading

DOWNLOAD THE PDF The beautiful spring weather of April is here, and itā€™s hard to believe that another quarter has come and gone. This quarter marks a significant milestone for Mills Wealth Advisors, as it was 25 years ago that the firm was founded. In that time we have seen

We are thrilled to share that Stephen Nelson, a cornerstone of our team, has been honored with the prestigious D Magazine’s Best Financial Planners for 2023. This accolade is a testament to Stephen’s expertise, dedication, and the strategies he employs to ensure our clients’ are well taken care of. His

DOWNLOAD THE PDF Happy new year! As we enter 2024, I want to cover a few key concepts that are deeply embedded into how Mills Wealth thinks about protecting and growing your portfolio in a manner that offers investors a very high probability of success. Investing is a risky business,

The 4th quarter was quite the rollercoaster ride. The first month saw the market move down quite a bit, only to be followed by one of the best Novembers EVER recorded. Both Bond and Stock Markets across the world were sharply up in the 4th Quarter with Global Real Estate

DOWNLOAD THE PDF Summer just wonā€™t go away, but I think Fall is finally sneaking into North Texas. On the weekends I smell barbecue cooking at the Southlake Dragon high school football tailgates & the same goes for the college pregame tailgates on Saturdays (and the post-game parties afterwards.) Wyoming

August is National ā€œMake a Willā€ Month, and itā€™s a great annual reminder to update your will if needed and create a will if you donā€™t have one already. A will is an important estate-planning document that can help you transfer your assets with ease. Having a proper will can

DOWNLOAD THE PDF I hope you are managing to stay cool. For those of you that arenā€™t in Texas, Iā€™m either getting older or it feels like Texas is sinking closer to Hades. My daughter that is in college in Wyoming came home for a few weeks and despite all