Client Communications

QUARTERLY MARKET REVIEWS:

2018 Q2

2018 Q3

2018 Q4

Mills Wealth 3rd Quarter Market Update 2026

DOWNLOAD THE PDF U.S. stocks inched higher in the third quarter and finished near record highs,

Life Insurance at 60: What Still Needs Coverage After the Kids Are Grown

The policy you bought for the kids did its job. You probably bought term coverage in

The 2026 Estate Tax Exemption Is $15 Million. Here’s Why Texans Still Need a Plan

If your estate is worth less than $15 million, you might assume estate planning has become

Market Review Third Quarter 2026

The third quarter of 2026 delivered mixed results across the major markets. The U.S. stock market

Safe Harbor 401(k) Notices & Amendments: What Texas Employers Need to Know Before December 1

A guide to the safe harbor 401(k) notice deadline, which plans still need an annual notice,

What Is My DFW Business Actually Worth? The Valuation Methods Buyers Use

Most owners who ask “what’s my business worth” have already answered themselves with a rule of

Roth Conversion Season: Why October Through December Is the Sweet Spot (and How Much to Convert)

If you’ve recently retired, you may be sitting in the lowest tax brackets you’ll see for

Social Security at 62, 67, or 70: How We Actually Run the Break-Even Math for Clients?

“When should I take Social Security?” is one of the most common questions we hear from

Moved to Texas? Why Your Out-of-State Will and POA Need a Texas Review

You packed the house, found a new doctor and registered the car. The folder holding your

Asset Sale vs. Stock Sale: Why Texas Buyers and Sellers Want Different Deals

If you own a successful business and start talking with potential buyers, you may assume the