Download the PDF As the weather cools off, the political climate continues to heat up. With recession fears running high, trade war concerns, and high market volatility, investors appear jittery. The million-dollar question clients are asking, as markets begin to flirt with the previous highs, is will markets catch a
Download the PDF Over the course of a summer, itās not unusual for the stock market to be a topic of conversation at barbeques or other social gatherings. A neighbor or relative might ask about which investments are good at the moment. The lure of getting in at the right
DOWNLOAD THE PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that Q2 of 2019 was a positive quarter all around the world. To see the PDF click on the picture below, or the link above.
Download the PDF 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 to Qualified Retirement Accounts: Reduce
Download the PDF We wanted to address a recent client question that we thought made a great point. āIf 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
Staring Down a Bear Our Thoughts on the Markets Insight into MWA Rebalancing Methodology Understanding the Mechanics of a Client Question, āAm I losing out?ā Whatās Going on around the Mills Wealth Office […]
Click below to see how markets across the world performed during the 3rd quarter of 2018.
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
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 verge of becoming the longest S&P 500 bull market ever. It has now
MWA 4th Quarter Commentary
Download the PDF Mills Wealth Q4 2018 Market Commentary We used recent market volatility combined with new technology to adjust our portfolios. Below you will find our rationale on the changes, and our thoughts on the current and future market environment. Rationale Behind the Trades We Executed: Sold real estate: