Mills Wealth Advisors - employer retirement plan

Mills Wealth Advisors refuse to be fee-only here is why At Mills Wealth Advisors, LLC, our team of Certified Financial Planning professionals are 100% committed to acting as fiduciaries, the highest legal standard in a client/advisor relationship—a standard we believe all clients should demand! I believe any advice not delivered

Private Markets the Right Investment For You - Mills Wealth Advisors

Private Markets, Are they the right investment for you? Private markets have been shown to offer a premium to public equity markets because of their higher perceived risk and general lack of liquidity. Should qualified investors with a high net worth buy into private markets? This article will look at

Private Markets the Right Investment For You - Mills Wealth Advisors

Private markets have been shown to offer a premium to public equity markets because of their higher perceived risk and general lack of liquidity. Should qualified investors with a high net worth buy into private markets? This article will look at some of the advantages, disadvantages, and questions investors may

Mills Wealth Advisors - Relative Performance of Equity Funds

I think this one graph shows why we use DFA’s methodology. I believe DFA’s evidence-based approach, has worked, is still working, and should work in the future. In investing many costs are hidden, and DFA’s low turnover approach handily beats most higher-cost investment options (even if that cost is hidden

Mills Wealth Advisors - financial market

We received a really good question that I wanted to share with all of our clients and those who follow us online. “An old and trusted indicator in the bond market is warning about possible trouble ahead in the economy and the stock market. What should I do?” In the

Mills Wealth Advisors - Dimensional Fund Advisors News

One of the leading sources for large institutional endowments and pension fund managers is the trade journal Pensions and Investments. It recently featured Dimensional Fund Advisors in its publication link here. I think this article speaks highly of Dimensional Fund Advisors’ methodology, results, and future prospects. The article highlights several

Mills Wealth Advisors - Q2 Market Review 2017

Dear clients, I hope your summer vacations are going well and that you are enjoying time with your families. I wanted to give you a brief update on the quarter’s performance and provide some links to our ever-evolving website and blog. We recently posted some content that you might enjoy; the links

Investment Tips for Regular People - Mills Wealth Advisors

“Financial Planning”
. Such a scary term. Many people hear those words and have one of two reactions. “Financial Planning? Yeah, I know the basics, but it just takes so much to get it going, I’m not sure it’s worth it. I also don’t have the time to be online all

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