âThe key to making money in stocks is not to get scared out of them.â -Peter Lynch DOWNLOAD THE PDF I hope the end of the 3rd quarter finds you and your family well. I donât know if it is my age or the heat radiating off my beautiful
The Third Quarter Was not Friendly to Investors For the second quarter in a row, all markets were down. Youâll notice that ALL Equity, Real Estate Markets, AND Bonds were down, again. This is the second quarter in a row that the Quarter, YTD, and 1-year returns for ALL markets
This is a new resource that we enjoyed. This presentation does a good job showing information that has happened in the last quarter an beyond. We especially like pages 7-14.
Have you ever gotten a surprise call from your tax preparer telling you that a large tax payment is due, and you only have a few days to make the payment? Well, through tax planning, you might be able to mitigate the frequency of these last-minute tax payments. Majority
A donor advised fund (DAF) is a type of charitable giving program that allows donors to make a charitable contribution, receive an immediate tax deduction, and then recommend grants from the fund to their favorite charities over time. In other words, it’s a way for donors to give to charity
The AIFÂź Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to
Do you have a long-lost 401(k) or retirement account left with a former employer? Maybe it’s been so long that you can’t even remember? With over 24 million “forgotten” 401(k) accounts holding roughly $1.35 trillion in assets, even the most organized professional may be surprised to learn of their unclaimed
STEPHEN NELSON AWARDED THE ACCREDITED INVESTMENT FIDUCIARYÂź DESIGNATION FROM Fi360 SOUTHLAKE, TX 9/28/2022 â Stephen Nelson of Mills Wealth Advisors has been awarded the Accredited Investment FiduciaryÂź (AIFÂź) Designation from the Center for Fiduciary StudiesÂź, the standards-setting body for Fi360, a Broadridge company. The AIFÂź Designation signifies specialized knowledge of
Smart investors know that trying to time the market is often a losing game. Instead, you plan ahead and invest in such a way as to minimize risk and maximize your returns. Whether youâre a seasoned investor or just getting started, dollar-cost averaging could be beneficial. What is dollar-cost averaging?
The fact that you’ve decided to retire doesn’t necessarily mean you want to stop working. Retirement is a great time to explore alternative career options, try your hand at a new career, or work part-time to add a little extra cash to your bottom line every month. However, continuing to