The AIF® Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Center’s Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence ...Read More
There’s so much to learn about investing. One of the best ways to understand the industry is to study some of the great investors and purveyors of financial knowledge. Here, we share 13 quotes by philosophers, businesspeople, and investors. We hope you learn something new and enjoy studying the history, context, and meaning behind these insightful quotes.
This is such a good quote because it ...Read More
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?
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
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
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
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. You’ll notice that ...Read More
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
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
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