Times Like These: Coronavirus Update
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.
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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
[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
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
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
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
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