Client Communications
QUARTERLY MARKET REVIEWS:
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How an Advisor is like a Financial Coach.
The other day I watched a great video with Dave Butler, Co-CEO of Dimensional Funds and
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Should You Manage Your Own Investments? A Team Approach for Entrepreneurs
We’ve seen first hand how for many business owners, managing their investments personally can start as
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What is the Corporate Transparency Act (CTA)? And Do I need to file my Beneficial Ownership Information Report?
The Corporate Transparency Act was approved by Congress in January 2021, and is a new federal
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New IRS e-File Regulation for 2024
Remember that old saying ānothing ever stays the sameā? Well, that saying can be applied to
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Mills Wealth Market Update 4th Quarter 2023
DOWNLOAD THE PDF Happy new year!Ā As we enter 2024, I want to cover a few
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How Markets Performed Across the World in the Fourth Quarter of 2023 ā Mills Wealth Q4 Market Review
The 4th quarter was quite the rollercoaster ride. The first month saw the market move down
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Taking Stock of Mills Wealth’s Underlying Investments
Each quarter we look at the funds in our investment lineup as well available funds not
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Are Higher Yields Good or Bad for Investors?
I recently read an article on Vanguard’s website talking about why higher yields may be a
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What is AFR (Applicable Federal Rates)? And How does it Work?
Introduction If you are like most of the wealthy clients we work with, you have built
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How Often Should I Update my Will?
Is estate planning a one and done deal?… or does it, like your retirement planning, require