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Client Communications


QUARTERLY MARKET REVIEWS:

2018 Q1 2018 Q2 2018 Q3 2018 Q4
2017 Q1 2017 Q2 2017 Q3 2017 Q4
2016 Q1 2016 Q2 2016 Q3 2016 Q4
2015 Q1 2015 Q2 2015 Q3 2015 Q4

Year End Tax Planning
Download the PDF With the end of the year approaching,
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Facing a Bear – Do
Staring Down a Bear Our Thoughts on the Markets Insight
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thumbnail of Quarterly Market Review 3rd 2018
How Markets Across The World
Click below to see how markets across the world performed
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How Much Longer Can This
The Longest Bull Market in S&P 500 History In the
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MWA 2nd Quarter Market Commentary
Dealing with Market Volatility:  Riding the Escalator While Playing with
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thumbnail of 2017 Q4 Quarterly Market Review (QMR) 2018
2017 & QUARTER 4 MARKET
Happy 2018 and I hope your year is off to
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quarter 3 market review
2017 Q3 MARKET REVIEW AND
Section I:  Portfolio Performance What a year! In addition to
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143 million americans affected by equifax hack
The 4 Steps You Must
Last week, Equifax, 1 of the 3 largest credit card
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wealth advisors featured in forbes article
President Mike Mills of Mills
We are honored to be quoted in Forbes about one
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2017 & quarter 2 market review
2017 Q2 Market Review and
 Dear clients, I hope your summer vacations are going well
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