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Southlake, TX 76092

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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

Client Question: My Portfolio is Underperforming the Market

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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

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

thumbnail of Quarterly Market Review 3rd 2018
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 Retirement is Like Football

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. 

5 Things to Do 10 Years from Retirement

The article discusses 5 things ...Read More

vanguard funds vs dimensional funds in ifa portfolios
DFA vs. Vanguard IFA video

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

quit monkeying around
Quit Monkeying Around  

Have you ever wondered why a blindfolded monkey can often beat professional money managers? 

This short article helps explain why.

Enjoy!

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Are you gambling with your portfolio?

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

how small companies can supersize your investment returns
How Small Companies Can Supersize Your Investment Returns

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

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