DOWNLOAD THE PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 1 of 2022 ALL markets were down. The US Market was down 5.28% while the International Developed Market was down 4.81% and the Emerging Market
DOWNLOAD THE PDF “Far more money has been lost by investors preparing for corrections than has been lost in corrections themselves.” –Peter Lynch Legendary manager of the Fidelity Magellan Fund Happy New Year! I hope your holidays were filled with love and laughter. As we close out 2021, I
DOWNLOAD THE PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 4 of 2021 most markets were up. The US Market was up9.28% while the International Developed Market was up 3.14% and the Emerging Market was
DOWNLOAD THE PDF In the update below, you will find the following links that will direct you to the topics and resources we have assembled for your benefit. I hope you find it informative and useful. If you have an extra second, read Section III: Around the MWA Office for
DOWNLOAD THE PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 3 of 2021 each equity market was DOWN. The US Market was down just 0.10% while the International Developed Market was down 0.66% and the
Last month I broke a simple financial rule I follow regarding warranties and insurance. The purpose of any Insurance or warranties is to transfer catastrophic risk that you can not afford to bear. Follow the Rules If you follow rule 1 of our financial planning system, you will set aside
The One Mistake Did you know that the death of a founder or owner of a company can lead to 17% job cuts and almost 60% lower sales? Often times, we as humans put the cart before the horse. However, when it comes to end of life decisions we like
I read an article today that I think reflects what we are thinking at Mills Wealth Advisors right now. Now, I don’t agree with 100% of what was written, but the main premise I agree with very much. We have been having many conversations with clients about their current
DOWNLOAD THE PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 2 of 2021 each equity market was up more than 5%, with Global Real Estate as the top performer at 10.17% and the lowest, the
<<DOWNLOAD THE PDF>> If you have an extra second, read Section III: Around the MWA Office for a few attaboys. Please skim Section II’s Warning label where I discuss today’s high valuations, look at some charts and graphs, and issue a possible developing bubble warning along with some recommended portfolio