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MWA Quarter Update - Active Management, Market Declines and Stocks

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In the update below, you will find the following links that will direct you to the topics and resources we have assembled for your benefit.  I hope you find it informative and useful.  If you have an extra second, read Section III: Around the MWA Office for some great updates. ...Read More

Government Shutdown - Will My Portfolio Go Down?

Government Shutdown - Will My Portfolio Go Down?

You may have asked your advisor this question, googled this question, or just plain wondered “will my portfolio go down if the government shuts down?” The answer to this question is, probably not. This does not mean that you should not concern yourself with your current risk allocation, because the market may go down, but likely not due to a Government Shutdown.

There have been five Government Shutdowns since 1990. None of ...Read More

How to Save Taxes as a Business Owner With Kids

How to Save Taxes as a Business Owner With Kids

Many Business owners today are looking for ways to save on taxes but didn't know that they can pay their kids at a lower tax rate for work the kids do around the office. This strategy is one that has been around for a long time, but doesn't get talked about as often as it should be. It's been around for a long time, long enough that my wife used to help clean her dad's office back in the 1990's. 

Let me take some time to explain ...Read More

Am I Paying too Much for My Investments?

Have you ever wondered if you are paying too much for your investments? If so, you're not alone. We have clients come to us to be a second set of eyes on their portfolio and ask this quite often. The short of it is, maybe. You have to make sure that you are comparing apples to apples, not apples to oranges. 

At Mills Wealth Advisors, we believe costs matter and we strive to keep our portfolios with low fees. Our average portfolio has a 0.28% fee. So if you are looking for an advisor ...Read More

Times Like These: Coronavirus Update

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Recently, I was on the 7th floor, stepped into an empty elevator that I assumed was going up. I stepped in and pushed the button for floor number 10 and watched the doors close. To my surprise, the ...Read More

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.

...Read More

Spring Cleaning: Clean Up Your Investment Fees

If your neighborhood is anything  like mine, there are probably signs about a community yard/garage sale every weekend. With the wild flowers in full bloom, spring cleaning has begun and just about everyone is joining in. However, I pose this question, "why stop with your house?" Why not do some spring cleaning with your investments, estate planning, insurance planning etc.. Do you know if your investment fees are in line with average fund fees?

Really though, when is the last time ...Read More

MWA 4th Quarter Commentary

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[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

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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

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