We wanted to address a recent client question that we thought made a great point. “If the S&P500 rises 7.71% this quarter and my account is up only 2% over the same quarter, am I losing out on return and is going to hurt my chances of achieving my goals in the long run?” To answer this, let’s first discuss some ...Read More
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
Football season is in full swing! With that in mind, here is a article from Investopedia that compares football to your retirement planning. Retirement might be just around the corner or years away. Either way, a game plan is essential to be able to win retirement. Below are some helpful tips for people who are nearing retirement.
The article discusses 5 things ...Read More
The following video by one of our peers at IFA does an outstanding job of explaining how Dimensional Fund Advisors’ methodology captures more of the 3 factors that drive higher expected returns. (Click HERE to see what the 3 Factor Model is)
When compared to Vanguard and ...Read More
Are Advisors Losing Faith In The Buy and Hold Approach
Thesis: Both clients and advisors have a hard time letting markets work over the long run. It takes an incredible amount of discipline and patience to stock with a prudent, low-cost buy-and-hold approach when the world appears to be falling apart.
Here’s what we all feel: ...Read More
At MWA, one of our core investing beliefs is that risk and return are related. As such, there are three known investment factors that offer higher returns to long-term, patient investors. One of these factors is that small companies offer nearly a 3% annual premium compared to big companies. While this is well known, few investors capitalize on the extra return offered from owning ...Read More