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Year End Tax Planning

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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

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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

thumbnail of 2017 Q4 Quarterly Market Review (QMR) 2018
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

quarter 3 market review
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

143 million americans affected by equifax hack
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

wealth advisors featured in forbes article
President Mike Mills of Mills Wealth Advisors featured in Forbes Article

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

2017 & quarter 2 market review
2017 Q2 Market Review and More Updates

 Dear clients,

I hope your summer vacations are going well and that you are enjoying time with your families. I wanted to give you a brief update on the quarter’s performance and provide some links to our ever-evolving website and blog. We recently posted some content that you might enjoy; the links to these posts are listed at the bottom of this email.

Also, below is MWA’s normal quarterly report package, which provides a short ...Read More

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