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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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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

How Much Longer Can This Bull Market Last?

The Longest Bull Market in S&P 500 History

In the Wall Street Journal on Tuesday August 22, 2018 there was an interesting article that included the picture below (Fig 1) showing the S&P 500 Index on the ...Read More

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