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
There are many things I love about my job as a financial planner, but none more so than being able to sit across the table from clients and hear their stories. Some are young professionals just getting started in their careers, whereas others are empty nesters nearing retirement. Some
I came across an article recently that I found to be profoundly timeless. I keep hearing about the new normal, and that times have changed. However, there are many things that have and will not change that I believe are being forgotten and sometimes swept under the rug. I
<<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
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 2021 each equity market was up more than 2%, with the US Market as the top performer at 6.35% and the lowest, the
“How much do I need to retire” is one of the most common questions people have when it comes to their personal finances. Regardless of age, occupation, or socioeconomic status, most of us are wrestling with the same questions: How much is enough? How much do I need to be
WATCH THE VIDEO DOWNLOAD THE SLIDEDECK A few weeks ago we wrote an article titled “Is there Still Value in Value Investing”. Many people asked for more information regarding it, so we decided to make a video and slide deck about it. You can view the slide deck on
Download the PDF Is there Still Value in Value Investing? January 15, 2021Stephen Nelson, CFP® I read an article recently that I thought was very good, I’d like to share some thoughts on it. It coincides with part of our philosophy on investing. It’s regarding the value premium, which has
MWA Quarter Update – Diversification, Housing, an …
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