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Why You Shouldn't Hire Your Payroll Provider to Manage Your 401(k)

If you are going to buy a new printer, I wouldn't recommend you go talk with your attorney about which printer is best (unless you are worried about your liability). Yes, attorneys use printers probably more than any other professional you know, but are they qualified to tell you which is best for your situation? I think not. 

So why do the majority of ...Read More

MWA 1st Quarter 2020 Commentary

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Section I:  Market Update Report

The first quarter of 2020 was volatile, to say the least.  If you click on this link, you will be able to download our graphical review of the first quarter.  In this, you will find that all global equity ...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

how to build an How to Build an Institutional Portfolio
Q&A with MWA on Core+ Portfolios

Q&A: MWA CORE+ Portfolio Strategy or Investment Policy Questions surrounding the MWA CORE+ global Portfolios

 

Q: What’s MWA’s goal when building a prudent investment policy:

 

A: This is a question we spend a great deal of time discussing with clients.  I think the answer could be different depending on your specific stage of life and personal situation, but I think it is safe to say for a portion of your portfolio, what I’ll refer to as 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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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

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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