Download the PDF With the end of the year approaching, tax planning is probably high on your list of things to do. We wanted to share some thoughts for you to consider before December 31st. Below are some of the ideas we have: Contributions to Qualified Retirement Accounts: Reduce
Staring Down a Bear Our Thoughts on the Markets Insight into MWA Rebalancing Methodology Understanding the Mechanics of a Client Question, “Am I losing out?” What’s Going on around the Mills Wealth Office […]
Click below to see how markets across the world performed during the 3rd quarter of 2018.
The Longest Bull Market in S&P 500 History In the Wall Street Journal on Tuesday August 22, 2018 there was an interesting article that included the picture below (Fig 1) showing the S&P 500 Index on the verge of becoming the longest S&P 500 bull market ever. It has now
Dealing with Market Volatility: Riding the Escalator While Playing with a Yo-yo I hope your summer is off to a great start. Summer has rolled into Texas and temps have begun to rise, but thankfully football season will be here before we know it. This year has been flying by.
Here are some tips to jump-start your journey toward financial fitness this fall. Examine, or re-examine, your goals Many people struggle with commitment to a financial plan, but that is usually for one simple reason: Their financial goals were disconnected from their values. The best start to a financial fitness
Happy 2018 and I hope your year is off to a great start! I wanted to provide you with our thoughts on the current investing environment, go over the impact of the tax cuts and how it may affect portfolios over time, and go over a few thoughts going into
Section I: Portfolio Performance What a year! In addition to this newsletter please know that your quarterly portfolio reviews have been uploaded to your client portal as of 10-13-2017. To date almost every major asset class is positive and some asset types, like emerging markets, are up over 25% year
Last week, Equifax, 1 of the 3 largest credit card monitoring companies, announced that hackers stole half of the US population’s Social Security numbers in what will likely end up being one of the worst data breaches in history. Below we have listed simple steps we think our clients and
We are honored to be quoted in Forbes about one of the innovative strategies we are using in our back office to increase transparency into our successful time-tested investment process. The Core+ methodology™ uses academics, and the peer review process to filter and test the best ideas from academia. We