Mills Wealth Advisors - Best Finance Movies

For many people the subject of investing is dry and dull, but these top 10 finance movies portray real life events in a way that is educational and entertaining. My takeaway from most of these movies is that greed runs amuck in markets and the best way to win is

Mills Wealth Advisors - Hedge Funds Stock

Should I buy a hedge fund? “According to The New York Times, investors are flocking to funds that mimic hedge fund strategies — like long/short and global macro — hoping the extra diversification will help them avoid getting wiped out again. (Alternative bond funds are especially popular this year, as

Mills Wealth Advisors - Personal 401K Plan Statement

It’s a fact that today’s company retirement system is failing small business employees. According to Chad Parks, CEO of Ubiquity Retirement, “Sixty-seven percent of small businesses don’t offer retirement plans.” Depending on which study you look at “most employees have less than $10,000 in personal savings, people are bound to

Wealth Management - Mills Wealth Advisors

Tax season is right around the corner! We feel that it’s important to get to know the various tax forms, especially 1099 forms because there are 17 types. This Morningstar article addresses some great questions concerning 1099 forms. It will help you understand how your investments are structured, what type

looking back and moving forward and copy

Spring is in the air! I hope you and your family are having a great start to 2017! Our team looks forward to catching up soon. We have several educational events on the calendar. Stay tuned for more information! In the first quarter of every year, I like to give

When introducing evidence-based investing, we like to begin by explaining why we feel it’s the right strategy for those who are seeking to build or preserve their wealth in wild and woolly markets. Of course sensible strategy is best followed by practical implementation, so it’s also worth describing how we

When introducing evidence-based investing, we like to begin by explaining why we feel it’s the right strategy for those who are seeking to build or preserve their wealth in wild and woolly markets. Of course sensible strategy is best followed by practical implementation, so it’s also worth describing how we