As a business owner who may currently be a trustee of a 401(k)/retirement plan or you may be looking into it, the aim of this article is to explain what, how and why plan benchmarking is important for you and your employees. A retirement plan can be a great tool
We are thrilled to share that Stephen Nelson, a cornerstone of our team, has been honored with the prestigious D Magazine’s Best Financial Planners for 2023. This accolade is a testament to Stephen’s expertise, dedication, and the strategies he employs to ensure our clients’ are well taken care of. His
The other day I watched a great video with Dave Butler, Co-CEO of Dimensional Funds and David Booth, Founder of Dimensional funds. In the video they talk about the client/advisor relationship and how that relationship should look. After watching, I had 6 take aways that I want to share. Below
The Transition to Professional Management Entrepreneurs often reach a point where the balance between running a successful business and managing a growing investment portfolio tips. It’s not just about the lack of time; it’s about the expertise required to navigate the increasingly complex financial markets. This realization prompts many to
The Corporate Transparency Act was approved by Congress in January 2021, and is a new federal law requiring many business entities to identify to the Treasury Department the individuals who own or control a 25 percent or greater interest in the entity or who otherwise exercise substantial control over the
Remember that old saying ānothing ever stays the sameā? Well, that saying can be applied to a wide array of things, including IRS filing regulations. Last year, the IRS issued updated regulations for 2024 that are intended to minimize the number of paper filings they receive each year. These new
DOWNLOAD THE PDF Happy new year! As we enter 2024, I want to cover a few key concepts that are deeply embedded into how Mills Wealth thinks about protecting and growing your portfolio in a manner that offers investors a very high probability of success. Investing is a risky business,
The 4th quarter was quite the rollercoaster ride. The first month saw the market move down quite a bit, only to be followed by one of the best Novembers EVER recorded. Both Bond and Stock Markets across the world were sharply up in the 4th Quarter with Global Real Estate
Each quarter we look at the funds in our investment lineup as well available funds not in our lineup, that meet our investment criteria. As we began to do that this year, we came across this slide deck showing the performance of Dimensional Funds up until December 31, 2023. Take
I recently read an article on Vanguard’s website talking about why higher yields may be a good thing for investors. As you may know, in 2022 when interest rates went from essentially 0% to 5% it was bad for both the stock market and bond market, with both of them