We get asked this question about every 4 years, “If [insert candidates name] is elected should we sell our stocks?” And our answer is usually the same, that we believe that the stock market doesn’t usually react to which president is elected to the white house and that the president
Planning for retirement can be difficult, and a common query many face is, “How much do I need to retire?” Addressing this crucial question demands thorough analysis and there’s no universal solution. However, at its core, you need two primary pieces of information to begin. We’ll guide you through each
Question: How does Mills Wealth Investment team think about preferred stock compared to common stock? This is a pretty detailed in-the-weeds question, but I think the answer can help explain a little about how we think about building âefficientâ portfolios that barbell risk assets on one side of the portfolio
DOWNLOAD THE PDF The beautiful spring weather of April is here, and itâs hard to believe that another quarter has come and gone. This quarter marks a significant milestone for Mills Wealth Advisors, as it was 25 years ago that the firm was founded. In that time we have seen
The 1st quarter of 2024 was off to a hot start with most of the markets up. The Stock Markets across the world were up in the 1st Quarter with the US Stock Market leading the way at 10.02%, followed by the International Developed Stocks at 5.59% and Emerging Markets
As an advisor with over a decade of experience, there is one mistake that I have seen happen over and over again, and that in my mind is an easy remedy â having an Exit Plan. One of the most crucial steps in this journey is the development and implementation
Creating a well-defined exit plan is an essential strategy for every business owner, providing a roadmap for transitioning out of their company. An exit plan not only outlines how and when an owner will step away from their business, but it also ensures that they can do so in a
If you are nearing retirement, odds are you have thought a lot about how to get the most out of Social Security. You may have even thought about you or your spouse taking Social Security Benefits earlier than your Full Retirement Age (FRA). Below are some thoughts on how that