Client Communications

QUARTERLY MARKET REVIEWS:

2018 Q2

2018 Q3

2018 Q4

Empowering Coppell Residents to Master Their Wealth with Time-Saving Strategies

Have you ever ended a month and wondered how much money did you save? Or even

Mills Wealth 3rd Quarter Market Update – 2025

DOWNLOAD THE PDF We are happy with the returns your portfolios have received so far this

The Hidden Charitable Giving “Haircut” Coming for High Earners in 2026

Starting in 2026, high-income earners will quietly lose two major tax benefits on charitable giving. These

The ROI of AI: How I Save Time and Deepen Relationships

I believe time is the most valuable resource in wealth management. Too often, it gets consumed

Planning Ahead — How Much Do I Need to Retire in Colleyville?

Identifying Retirement Expenses The initial step towards estimating your retirement needs is to pinpoint your anticipated

Market Review Third Quarter 2025

The 3rd quarter of 2025 delivered strong performance across global stock markets, with Emerging Market Stocks

Financial Survival Skills for Women

Money influences every part of life, from daily decision-making to long-term dreams. For women, financial independence

What Grapevine Residents Should Know Before They Retire: Quote Edition

People have their take on retirement, including the good, the bad, and the ugly. With planning,

Double Tax-Advantaged: How 403(b) and 457(b) Work Together

When you save for retirement, you may think first of a 401(k). For those who work

Maternity & Money: Designing Leave, Benefits, and Cash Flow

Preparing for a new baby brings both joy and big financial questions. Maternity leave often becomes